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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 | $3,999 | $77,416-94.8% | $69,464-94.2% | $152,897-97.4% |
| Participation rate | 22.2% | 78.1%-55.9pp | 74.6%-52.4pp | 82.5%-60.2pp |
| Annual return | 20.85% | 39.08%-18.2pp | 28.98%-8.1pp | 345.43%-324.6pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,703 | $4,413-61.4% | $3,536-51.8% | $5,851-70.9% |
| Admin fee / account holder | $53 | $6,208-99.1% | $3,840-98.6% | $11,599-99.5% |