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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 | $1,263 | $146,267-99.1% | $197,124-99.4% | $82,448-98.5% |
| Participation rate | 24.2% | 84.0%-59.8pp | 86.7%-62.5pp | 68.1%-43.8pp |
| Annual return | 17.17% | 29.61%-12.4pp | 44.34%-27.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9 | $14,422-99.9% | $16,298-99.9% | $7,234-99.9% |