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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 | $251 | $102,609-99.8% | $98,090-99.7% | $138,895-99.8% |
| Participation rate | 31.8% | 82.8%-51.0pp | 81.5%-49.7pp | 79.9%-48.1pp |
| Annual return | 21.45% | 36.44%-15.0pp | 37.05%-15.6pp | 145.39%-123.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |