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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 | $10,976 | $95,415-88.5% | $185,851-94.1% | $85,851-87.2% |
| Participation rate | 33.3% | 68.8%-35.4pp | 81.7%-48.4pp | 69.3%-36.0pp |
| Annual return | 31.45% | 23.59%+7.9pp | 122.11%-90.7pp | 318.63%-287.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,486 | $3,424-56.6% | $5,569-73.3% | $3,952-62.4% |
| Admin fee / account holder | $276 | $7,215-96.2% | $16,245-98.3% | $6,261-95.6% |