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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 | $3,993 | $100,279-96.0% | $81,353-95.1% | $145,884-97.3% |
| Participation rate | 58.8% | 74.3%-15.4pp | 69.5%-10.7pp | 80.3%-21.5pp |
| Annual return | 13.86% | 34.49%-20.6pp | 24.82%-11.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $912 | $4,611-80.2% | $3,885-76.5% | $6,690-86.4% |
| Admin fee / account holder | $77 | $8,206-99.1% | $5,766-98.7% | $13,392-99.4% |