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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 | $16,663 | $88,583-81.2% | $88,497-81.2% | $273,972-93.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 82.4%-32.4pp | 83.0%-33.0pp |
| Annual return | 8.93% | 5.68%+3.2pp | 7.63%+1.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $13,975 | $4,502+210.4% | $4,036+246.2% | $4,869+187.0% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |