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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 | $305,245-69.7% | $258,236-64.1% | $428,746-78.4% |
| Participation rate | 50.0% | 85.7%-35.7pp | 81.9%-31.9pp | 88.2%-38.2pp |
| Annual return | 24.93% | -5.74%+30.7pp | -3.31%+28.2pp | 331.92%-307.0pp |
| Employer contribution / active EE | $0 | $9,167-100.0% | $7,891-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $5,791-100.0% | $5,237-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $16,482-100.0% | $14,475-100.0% | $31,735-100.0% |