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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 | $241,471 | $212,280+13.8% | $168,037+43.7% | $483,350-50.0% |
| Participation rate | 20.0% | 49.5%-29.5pp | 52.0%-32.0pp | 89.0%-69.0pp |
| Annual return | 16.21% | -34.55%+50.8pp | -34.18%+50.4pp | 533.38%-517.2pp |
| Employer contribution / active EE | $0 | $6,729-100.0% | $3,466-100.0% | $9,034-100.0% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $2,431-100.0% | $6,196-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $2,349-100.0% | $41,445-100.0% |