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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 | $17,990 | $166,242-89.2% | $165,071-89.1% | $145,884-87.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 17.01% | 100.44%-83.4pp | 70.17%-53.2pp | 551.85%-534.8pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,691 | $6,964-61.4% | $6,035-55.4% | $6,690-59.8% |
| Admin fee / account holder | $4 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |