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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 | $7,552 | $70,684-89.3% | $169,390-95.5% | $75,173-90.0% |
| Participation rate | 6.3% | 64.8%-58.6pp | 77.2%-70.9pp | 67.2%-61.0pp |
| Annual return | 15.13% | 36.38%-21.3pp | 406.07%-390.9pp | 160.72%-145.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,222-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,404-100.0% | $9,015-100.0% | $5,651-100.0% |