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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 | $9,437 | $107,341-91.2% | $92,897-89.8% | $152,870-93.8% |
| Participation rate | 56.5% | 79.8%-23.3pp | 76.0%-19.5pp | 82.4%-25.9pp |
| Annual return | 18.71% | 145.59%-126.9pp | 109.42%-90.7pp | 345.34%-326.6pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,488 | $4,847-69.3% | $4,238-64.9% | $5,850-74.6% |
| Admin fee / account holder | $84 | $7,080-98.8% | $5,794-98.5% | $11,597-99.3% |