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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 | $11,677 | $91,179-87.2% | $178,499-93.5% | $79,852-85.4% |
| Participation rate | 65.7% | 69.2%-3.5pp | 81.9%-16.2pp | 69.6%-3.9pp |
| Annual return | 43.64% | 24.19%+19.4pp | 151.10%-107.5pp | 31.72%+11.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,113 | $3,236+27.1% | $5,202-20.9% | $3,740+10.0% |
| Admin fee / account holder | $11 | $6,749-99.8% | $13,986-99.9% | $5,306-99.8% |