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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 | $20,704 | $103,393-80.0% | $87,103-76.2% | $152,909-86.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 55.63% | 28.10%+27.5pp | 28.19%+27.4pp | 345.46%-289.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,557 | $4,778+100.0% | $4,049+136.1% | $5,851+63.3% |
| Admin fee / account holder | $108 | $12,195-99.1% | $7,491-98.6% | $11,601-99.1% |