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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 | $8,981 | $165,939-94.6% | $122,354-92.7% | $147,585-93.9% |
| Participation rate | 20.0% | 79.6%-59.6pp | 71.6%-51.6pp | 82.8%-62.8pp |
| Annual return | 11.06% | 34.56%-23.5pp | 30.28%-19.2pp | 578.58%-567.5pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,048 | $4,005-73.8% | $3,287-68.1% | $5,439-80.7% |
| Admin fee / account holder | $50 | $7,425-99.3% | $5,479-99.1% | $10,886-99.5% |