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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 | $100 | $89,259-99.9% | $107,187-99.9% | $82,637-99.9% |
| Participation rate | 26.8% | 67.9%-41.2pp | 75.0%-48.3pp | 68.1%-41.3pp |
| Annual return | 21.06% | 21.02%0pp | 204.55%-183.5pp | 53.51%-32.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $7,381-100.0% | $9,162-100.0% | $7,339-100.0% |