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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 | $5,208 | $43,338-88.0% | $59,887-91.3% | $64,173-91.9% |
| Participation rate | 30.0% | 69.2%-39.2pp | 74.7%-44.7pp | 69.6%-39.6pp |
| Annual return | 35.63% | -1.55%+37.2pp | 3.46%+32.2pp | 7.63%+28.0pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,094 | $2,547-57.0% | $3,402-67.8% | $3,470-68.5% |
| Admin fee / account holder | $181 | $3,007-94.0% | $3,591-95.0% | $4,887-96.3% |