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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 | $7,240 | $43,344-83.3% | $59,899-87.9% | $64,173-88.7% |
| Participation rate | 20.0% | 69.2%-49.2pp | 74.7%-54.7pp | 69.6%-49.6pp |
| Annual return | 17.12% | -1.55%+18.7pp | 3.46%+13.7pp | 7.63%+9.5pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,229 | $2,547-51.8% | $3,402-63.9% | $3,470-64.6% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |