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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 | $14,594 | $65,704-77.8% | $94,229-84.5% | $59,633-75.5% |
| Participation rate | 39.1% | 72.1%-33.0pp | 78.8%-39.6pp | 68.7%-29.5pp |
| Annual return | 0.58% | 5.22%-4.6pp | 10.68%-10.1pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,685 | $3,143-46.4% | $4,320-61.0% | $3,192-47.2% |
| Admin fee / account holder | $0 | $4,265-100.0% | $6,269-100.0% | $4,297-100.0% |