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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 | $250 | $81,358-99.7% | $155,556-99.8% | $80,959-99.7% |
| Participation rate | 36.5% | 66.3%-29.8pp | 78.2%-41.7pp | 67.7%-31.2pp |
| Annual return | 14.36% | 33.39%-19.0pp | 64.84%-50.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |