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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 | $468 | $172,111-99.7% | $150,298-99.7% | $137,256-99.7% |
| Participation rate | 18.2% | 81.7%-63.5pp | 77.8%-59.6pp | 80.0%-61.8pp |
| Annual return | 13.87% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $279 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |