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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 | $14,895 | $65,555-77.3% | $86,216-82.7% | $75,173-80.2% |
| Participation rate | 23.3% | 60.5%-37.2pp | 69.0%-45.7pp | 67.2%-43.9pp |
| Annual return | 27.90% | 46.07%-18.2pp | 1169.42%-1141.5pp | 160.72%-132.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,084 | $3,023-31.1% | $3,986-47.7% | $4,126-49.5% |
| Admin fee / account holder | $231 | $5,469-95.8% | $6,853-96.6% | $5,651-95.9% |