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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 | $4,960 | $116,360-95.7% | $65,566-92.4% | $139,466-96.4% |
| Participation rate | 8.3% | 67.8%-59.4pp | 64.9%-56.6pp | 80.3%-72.0pp |
| Annual return | 14.47% | 31.23%-16.8pp | 47.40%-32.9pp | 373.66%-359.2pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $9 | $6,701-99.9% | $4,114-99.8% | $11,409-99.9% |