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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 | $11,732 | $97,020-87.9% | $83,327-85.9% | $135,380-91.3% |
| Participation rate | 42.1% | 80.4%-38.3pp | 77.8%-35.7pp | 82.6%-40.5pp |
| Annual return | 31.25% | 12.31%+18.9pp | 10.64%+20.6pp | 519.81%-488.6pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,946 | $5,964-0.3% | $5,565+6.8% | $5,609+6.0% |
| Admin fee / account holder | $29 | $8,426-99.7% | $7,540-99.6% | $10,828-99.7% |