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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 | $789 | $77,449-99.0% | $69,483-98.9% | $152,909-99.5% |
| Participation rate | 13.3% | 78.1%-64.8pp | 74.6%-61.3pp | 82.5%-69.1pp |
| Annual return | 7.39% | 39.09%-31.7pp | 28.99%-21.6pp | 345.46%-338.1pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |