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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 | $185,000 | $257,899-28.3% | $227,317-18.6% | $382,429-51.6% |
| Participation rate | 50.0% | 88.6%-38.6pp | 83.7%-33.7pp | 87.7%-37.7pp |
| Annual return | 8.82% | -6.88%+15.7pp | -6.47%+15.3pp | 248.85%-240.0pp |
| Employer contribution / active EE | $0 | $4,490-100.0% | $3,845-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,249-100.0% | $4,124-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $12,635-100.0% | $12,529-100.0% | $30,732-100.0% |