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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 | $17,587 | $176,402-90.0% | $134,155-86.9% | $158,950-88.9% |
| Participation rate | 11.1% | 78.7%-67.6pp | 72.2%-61.1pp | 82.0%-70.9pp |
| Annual return | 16.63% | 63.66%-47.0pp | 36.34%-19.7pp | 302.91%-286.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $143 | $8,719-98.4% | $6,685-97.9% | $11,248-98.7% |