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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 | $14,418 | $131,835-89.1% | $108,582-86.7% | $273,972-94.7% |
| Participation rate | 46.2% | 83.5%-37.3pp | 79.6%-33.4pp | 83.0%-36.9pp |
| Annual return | 10.02% | -91.57%+101.6pp | -51.70%+61.7pp | 41.46%-31.4pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,676 | $5,127-28.3% | $4,311-14.7% | $5,287-30.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |