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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 | $3,264 | $103,000-96.8% | $90,300-96.4% | $152,885-97.9% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 22.97% | 95.19%-72.2pp | 78.11%-55.1pp | 345.39%-322.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $830 | $4,281-80.6% | $3,884-78.6% | $5,851-85.8% |
| Admin fee / account holder | $20 | $6,173-99.7% | $5,353-99.6% | $11,598-99.8% |