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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 | $4,985 | $52,353-90.5% | $120,225-95.9% | $82,448-94.0% |
| Participation rate | 68.0% | 58.3%+9.7pp | 69.6%-1.6pp | 68.1%-0.1pp |
| Annual return | 18.64% | 61.85%-43.2pp | 439.23%-420.6pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $703 | $2,627-73.3% | $3,999-82.4% | $4,139-83.0% |
| Admin fee / account holder | $267 | $4,363-93.9% | $5,696-95.3% | $7,234-96.3% |