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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 | $635 | $129,959-99.5% | $104,301-99.4% | $134,509-99.5% |
| Participation rate | 9.1% | 79.5%-70.4pp | 73.3%-64.2pp | 81.2%-72.1pp |
| Annual return | 1.28% | 42.04%-40.8pp | 24.61%-23.3pp | 418.13%-416.9pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,427-100.0% |