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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 | $2,661 | $77,901-96.6% | $149,717-98.2% | $75,181-96.5% |
| Participation rate | 51.4% | 65.6%-14.2pp | 78.8%-27.4pp | 67.2%-15.8pp |
| Annual return | 20.11% | 31.73%-11.6pp | 134.41%-114.3pp | 160.69%-140.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $894 | $3,411-73.8% | $5,682-84.3% | $4,126-78.3% |
| Admin fee / account holder | $129 | $5,949-97.8% | $13,213-99.0% | $5,650-97.7% |