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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 | $9,921 | $381,890-97.4% | $359,360-97.2% | $564,480-98.2% |
| Participation rate | 66.7% | 88.9%-22.3pp | 86.3%-19.7pp | 89.1%-22.5pp |
| Annual return | 67.60% | -11.38%+79.0pp | -10.75%+78.3pp | -14.07%+81.7pp |
| Employer contribution / active EE | $0 | $18,491-100.0% | $18,485-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $9,109-100.0% | $8,159-100.0% | $5,729-100.0% |
| Admin fee / account holder | $57 | $9,693-99.4% | $9,603-99.4% | $27,140-99.8% |