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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 | $92,630 | $316,187-70.7% | $269,529-65.6% | $461,066-79.9% |
| Participation rate | 50.0% | 86.6%-36.6pp | 82.8%-32.8pp | 87.7%-37.7pp |
| Annual return | 24.93% | -6.39%+31.3pp | -4.31%+29.2pp | 484.84%-459.9pp |
| Employer contribution / active EE | $0 | $10,349-100.0% | $8,701-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $5,160-100.0% | $4,900-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $16,501-100.0% | $15,286-100.0% | $28,147-100.0% |