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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 | $3,480 | $192,737-98.2% | $142,460-97.6% | $139,456-97.5% |
| Participation rate | 38.5% | 81.5%-43.0pp | 76.8%-38.3pp | 80.3%-41.9pp |
| Annual return | 13.82% | 17.99%-4.2pp | 19.99%-6.2pp | 373.45%-359.6pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $7,208-100.0% | $6,283-100.0% | $6,711-100.0% |
| Admin fee / account holder | $45 | $15,125-99.7% | $10,011-99.5% | $11,407-99.6% |