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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 | $5,445 | $77,908-93.0% | $149,696-96.4% | $75,173-92.8% |
| Participation rate | 28.3% | 65.6%-37.3pp | 78.8%-50.5pp | 67.2%-38.9pp |
| Annual return | 32.13% | 31.73%+0.4pp | 134.46%-102.3pp | 160.72%-128.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $921 | $3,411-73.0% | $5,682-83.8% | $4,126-77.7% |
| Admin fee / account holder | $8 | $5,950-99.9% | $13,212-99.9% | $5,651-99.9% |