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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 | $18,926 | $113,339-83.3% | $94,993-80.1% | $147,585-87.2% |
| Participation rate | 37.5% | 78.0%-40.5pp | 73.9%-36.4pp | 82.8%-45.3pp |
| Annual return | 6.19% | 20.77%-14.6pp | 27.12%-20.9pp | 578.57%-572.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $62 | $6,063-99.0% | $4,960-98.8% | $10,885-99.4% |