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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 | $22,111 | $137,414-83.9% | $189,537-88.3% | $85,847-74.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 87.8%-21.1pp | 69.3%-2.7pp |
| Annual return | 16.95% | 38.14%-21.2pp | 555.34%-538.4pp | 318.61%-301.7pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,141 | $6,260-33.9% | $8,220-49.6% | $3,952+4.8% |
| Admin fee / account holder | $120 | $8,630-98.6% | $12,048-99.0% | $6,261-98.1% |