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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 | $18,062 | $69,977-74.2% | $108,582-83.4% | $62,881-71.3% |
| Participation rate | 36.8% | 72.9%-36.1pp | 79.6%-42.7pp | 69.3%-32.5pp |
| Annual return | 9.93% | 10.73%-0.8pp | -51.70%+61.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,588 | $3,165-49.8% | $4,311-63.2% | $3,203-50.4% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |