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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 | $62 | $102,245-99.9% | $89,340-99.9% | $137,256-100.0% |
| Participation rate | 38.9% | 74.9%-36.0pp | 69.6%-30.7pp | 80.0%-41.1pp |
| Annual return | 11.89% | 21.89%-10.0pp | 20.57%-8.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4 | $8,085-100.0% | $6,704-99.9% | $12,270-100.0% |