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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 | $17,211 | $75,183-77.1% | $123,894-86.1% | $55,167-68.8% |
| Participation rate | 41.7% | 72.8%-31.1pp | 81.4%-39.7pp | 69.0%-27.2pp |
| Annual return | 143.98% | 19.01%+125.0pp | 47.52%+96.5pp | 169.23%-25.3pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,529 | $5,084-30.6% | $5,984-41.0% | $3,054+15.6% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |