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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 | $81,276-99.7% | $155,574-99.8% | $80,925-99.7% |
| Participation rate | 36.5% | 66.2%-29.8pp | 78.2%-41.7pp | 67.7%-31.2pp |
| Annual return | 14.36% | 33.36%-19.0pp | 64.87%-50.5pp | 35.65%-21.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |