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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 | $7,836 | $77,901-89.9% | $149,717-94.8% | $75,181-89.6% |
| Participation rate | 25.7% | 65.6%-39.9pp | 78.8%-53.1pp | 67.2%-41.5pp |
| Annual return | 25.73% | 31.73%-6.0pp | 134.41%-108.7pp | 160.69%-135.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,096 | $3,411-67.9% | $5,682-80.7% | $4,126-73.4% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |