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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 | $7,494 | $91,167-91.8% | $178,498-95.8% | $79,858-90.6% |
| Participation rate | 41.9% | 69.2%-27.3pp | 81.9%-40.0pp | 69.6%-27.7pp |
| Annual return | 47.65% | 24.19%+23.5pp | 151.09%-103.4pp | 31.72%+15.9pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,292 | $3,236-29.2% | $5,202-55.9% | $3,740-38.7% |
| Admin fee / account holder | $47 | $6,747-99.3% | $13,985-99.7% | $5,306-99.1% |