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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 | $8,253 | $176,402-95.3% | $134,162-93.8% | $158,982-94.8% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 20.82% | 63.66%-42.8pp | 36.35%-15.5pp | 302.99%-282.2pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,051 | $4,093-74.3% | $3,500-70.0% | $5,983-82.4% |
| Admin fee / account holder | $293 | $8,719-96.6% | $6,685-95.6% | $11,252-97.4% |