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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,020 | $106,280-90.6% | $96,538-89.6% | $139,487-92.8% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 18.90% | 38.48%-19.6pp | 35.74%-16.8pp | 373.84%-354.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,533 | $5,457-16.9% | $4,880-7.1% | $6,713-32.5% |
| Admin fee / account holder | $136 | $7,888-98.3% | $6,737-98.0% | $11,407-98.8% |