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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 | $10,463 | $104,251-90.0% | $91,004-88.5% | $147,586-92.9% |
| Participation rate | 38.1% | 78.2%-40.1pp | 75.6%-37.5pp | 82.8%-44.7pp |
| Annual return | 10.89% | 27.06%-16.2pp | 4.60%+6.3pp | 578.59%-567.7pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |