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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 | $4,163 | $101,063-95.9% | $81,473-94.9% | $147,586-97.2% |
| Participation rate | 46.2% | 74.5%-28.3pp | 68.0%-21.8pp | 82.8%-36.7pp |
| Annual return | 17.26% | 32.41%-15.1pp | 38.78%-21.5pp | 578.59%-561.3pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $956 | $4,242-77.5% | $3,537-73.0% | $5,439-82.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |