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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 | $15,509 | $126,661-87.8% | $113,397-86.3% | $138,895-88.8% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.5%-36.5pp | 79.9%-39.9pp |
| Annual return | 23.13% | 25.05%-1.9pp | 23.20%-0.1pp | 145.39%-122.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,229 | $5,693-60.8% | $5,076-56.1% | $6,396-65.1% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |