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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 | $17,636 | $141,004-87.5% | $112,273-84.3% | $139,456-87.4% |
| Participation rate | 13.3% | 79.2%-65.9pp | 72.4%-59.1pp | 80.3%-67.0pp |
| Annual return | 41.00% | 32.75%+8.3pp | 30.23%+10.8pp | 373.45%-332.4pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,536 | $5,878-73.9% | $4,800-68.0% | $6,711-77.1% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |