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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 | $9,096 | $63,342-85.6% | $92,236-90.1% | $70,131-87.0% |
| Participation rate | 27.5% | 68.7%-41.1pp | 76.5%-48.9pp | 69.5%-42.0pp |
| Annual return | 25.07% | 530.15%-505.1pp | 176.29%-151.2pp | 73.14%-48.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,757 | $2,854-38.4% | $3,897-54.9% | $3,332-47.3% |
| Admin fee / account holder | $65 | $3,840-98.3% | $5,194-98.8% | $4,645-98.6% |