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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 | $7,832 | $118,695-93.4% | $98,916-92.1% | $158,950-95.1% |
| Participation rate | 65.2% | 77.8%-12.6pp | 76.0%-10.8pp | 82.0%-16.7pp |
| Annual return | 19.71% | 372.39%-352.7pp | 196.45%-176.7pp | 302.91%-283.2pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,387 | $5,088-72.7% | $4,245-67.3% | $5,983-76.8% |
| Admin fee / account holder | $85 | $10,132-99.2% | $6,642-98.7% | $11,248-99.2% |