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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 | $13,428 | $165,939-91.9% | $122,354-89.0% | $147,586-90.9% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 21.74% | 34.56%-12.8pp | 30.28%-8.5pp | 578.59%-556.9pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $325 | $4,005-91.9% | $3,287-90.1% | $5,439-94.0% |
| Admin fee / account holder | $118 | $7,425-98.4% | $5,479-97.8% | $10,886-98.9% |