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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 | $6,185 | $52,306-88.2% | $69,779-91.1% | $62,881-90.2% |
| Participation rate | 10.3% | 67.2%-56.9pp | 71.8%-61.5pp | 69.3%-59.0pp |
| Annual return | 5.78% | 13.35%-7.6pp | 12.99%-7.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,691-100.0% | $4,381-100.0% | $4,296-100.0% |