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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 | $4,386 | $116,434-96.2% | $65,583-93.3% | $139,487-96.9% |
| Participation rate | 66.7% | 67.9%-1.2pp | 65.0%+1.7pp | 80.3%-13.7pp |
| Annual return | 12.63% | 31.34%-18.7pp | 47.46%-34.8pp | 373.84%-361.2pp |
| Employer contribution / active EE | $0 | $2,602-100.0% | $1,692-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,069 | $4,245-74.8% | $2,833-62.3% | $6,713-84.1% |
| Admin fee / account holder | $76 | $6,696-98.9% | $4,112-98.2% | $11,407-99.3% |