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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 | $27,420 | $152,460-82.0% | $118,746-76.9% | $147,586-81.4% |
| Participation rate | 36.4% | 82.3%-45.9pp | 78.3%-41.9pp | 82.8%-46.5pp |
| Annual return | 17.05% | 17.41%-0.4pp | 24.54%-7.5pp | 578.59%-561.5pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,278 | $6,212-63.3% | $5,332-57.3% | $5,439-58.1% |
| Admin fee / account holder | $17 | $16,953-99.9% | $10,720-99.8% | $10,886-99.8% |