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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 | $4,384 | $94,315-95.4% | $239,403-98.2% | $116,462-96.2% |
| Participation rate | 66.7% | 71.7%-5.0pp | 82.2%-15.5pp | 74.7%-8.0pp |
| Annual return | 171.62% | 19.05%+152.6pp | 3.34%+168.3pp | 15.65%+156.0pp |
| Employer contribution / active EE | $0 | $1,745-100.0% | $4,656-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $2,775 | $2,870-3.3% | $4,239-34.5% | $3,836-27.7% |
| Admin fee / account holder | $24 | $9,071-99.7% | $21,121-99.9% | $12,754-99.8% |