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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 | $4,445 | $63,342-93.0% | $92,236-95.2% | $70,131-93.7% |
| Participation rate | 34.0% | 68.7%-34.7pp | 76.5%-42.5pp | 69.5%-35.5pp |
| Annual return | 29.87% | 530.15%-500.3pp | 176.29%-146.4pp | 73.14%-43.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,181 | $2,854-58.6% | $3,897-69.7% | $3,332-64.6% |
| Admin fee / account holder | $69 | $3,840-98.2% | $5,194-98.7% | $4,645-98.5% |