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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 | $5,078 | $176,402-97.1% | $134,162-96.2% | $158,966-96.8% |
| Participation rate | 69.2% | 78.7%-9.5pp | 72.2%-3.0pp | 82.0%-12.7pp |
| Annual return | 37.62% | 63.66%-26.0pp | 36.35%+1.3pp | 302.95%-265.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,025 | $4,093-50.5% | $3,500-42.1% | $5,983-66.2% |
| Admin fee / account holder | $34 | $8,719-99.6% | $6,685-99.5% | $11,250-99.7% |