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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 | $35,015 | $100,060-65.0% | $149,721-76.6% | $70,126-50.1% |
| Participation rate | 65.9% | 83.6%-17.7pp | 87.1%-21.2pp | 69.5%-3.7pp |
| Annual return | 22.70% | 27.46%-4.8pp | 1501.67%-1479.0pp | 73.15%-50.4pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,390 | $4,982-32.0% | $6,568-48.4% | $3,332+1.8% |
| Admin fee / account holder | $6 | $8,285-99.9% | $11,282-99.9% | $4,645-99.9% |