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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 | $67 | $101,618-99.9% | $93,063-99.9% | $137,256-100.0% |
| Participation rate | 41.7% | 74.9%-33.3pp | 72.1%-30.4pp | 80.0%-38.3pp |
| Annual return | 21.45% | 223.95%-202.5pp | 34.15%-12.7pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |