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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 | $110 | $36,948-99.7% | $73,658-99.9% | $87,485-99.9% |
| Participation rate | 2.9% | 46.8%-44.0pp | 57.0%-54.2pp | 68.9%-66.1pp |
| Annual return | 21.55% | 28.64%-7.1pp | 29.72%-8.2pp | 26.06%-4.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $1,379-100.0% | $2,062-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |