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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 | $14,129 | $85,766-83.5% | $136,298-89.6% | $70,126-79.9% |
| Participation rate | 26.0% | 74.2%-48.2pp | 81.9%-55.9pp | 69.5%-43.6pp |
| Annual return | 23.11% | 31.46%-8.3pp | 5156.27%-5133.2pp | 73.15%-50.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,570 | $5,051-49.1% | $6,247-58.9% | $3,332-22.9% |
| Admin fee / account holder | $78 | $5,421-98.6% | $9,244-99.2% | $4,645-98.3% |