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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 | $112,740+114.2% | $88,547+172.7% | $428,746-43.7% |
| Participation rate | 20.0% | 68.8%-48.8pp | 72.7%-52.7pp | 88.2%-68.2pp |
| Annual return | 16.21% | -45.18%+61.4pp | -44.20%+60.4pp | 331.92%-315.7pp |
| Employer contribution / active EE | $0 | $3,409-100.0% | $2,092-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $2,186-100.0% | $2,192-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $1,938-100.0% | $31,735-100.0% |