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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 | $17,365 | $167,483-89.6% | $115,752-85.0% | $147,586-88.2% |
| Participation rate | 47.6% | 81.7%-34.1pp | 77.8%-30.1pp | 82.8%-35.2pp |
| Annual return | 19.83% | 12.11%+7.7pp | 19.41%+0.4pp | 578.59%-558.8pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,895 | $7,037-58.9% | $5,204-44.4% | $5,439-46.8% |
| Admin fee / account holder | $4 | $13,069-100.0% | $6,278-99.9% | $10,886-100.0% |