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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 | $7,207 | $99,011-92.7% | $86,582-91.7% | $147,586-95.1% |
| Participation rate | 26.3% | 76.3%-50.0pp | 73.5%-47.2pp | 82.8%-56.5pp |
| Annual return | 12.36% | 1312.75%-1300.4pp | 965.08%-952.7pp | 578.59%-566.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,015 | $3,972-74.4% | $3,609-71.9% | $5,439-81.3% |
| Admin fee / account holder | $85 | $5,709-98.5% | $4,904-98.3% | $10,886-99.2% |