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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 | $154 | $100,004-99.8% | $81,438-99.8% | $145,959-99.9% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 14.07% | 34.34%-20.3pp | 24.74%-10.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $2,460-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $3,883-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,202-100.0% | $5,764-100.0% | $13,398-100.0% |