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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 | $12,106 | $153,311-92.1% | $109,313-88.9% | $273,972-95.6% |
| Participation rate | 63.6% | 80.1%-16.4pp | 71.3%-7.6pp | 83.0%-19.4pp |
| Annual return | 2.38% | 29.86%-27.5pp | 22.07%-19.7pp | 41.46%-39.1pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,500 | $3,932-11.0% | $3,166+10.5% | $5,287-33.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |