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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 | $1,860 | $228,352-99.2% | $185,835-99.0% | $158,966-98.8% |
| Participation rate | 12.5% | 82.3%-69.8pp | 78.0%-65.5pp | 82.0%-69.5pp |
| Annual return | 12.05% | 40.81%-28.8pp | 35.96%-23.9pp | 302.95%-290.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |