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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 | $11,225 | $115,814-90.3% | $101,275-88.9% | $158,982-92.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 29.26% | 56.16%-26.9pp | 46.48%-17.2pp | 302.99%-273.7pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,640 | $4,958-66.9% | $4,371-62.5% | $5,983-72.6% |
| Admin fee / account holder | $269 | $7,249-96.3% | $5,948-95.5% | $11,252-97.6% |