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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 | $8,563 | $64,359-86.7% | $90,161-90.5% | $70,126-87.8% |
| Participation rate | 68.1% | 70.4%-2.3pp | 76.9%-8.8pp | 69.5%-1.5pp |
| Annual return | 103.45% | 28.13%+75.3pp | 34.89%+68.6pp | 73.15%+30.3pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,072 | $4,389-52.8% | $5,287-60.8% | $3,332-37.8% |
| Admin fee / account holder | $22 | $3,945-99.4% | $5,943-99.6% | $4,645-99.5% |