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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 | $10,270 | $58,600-82.5% | $83,327-87.7% | $64,173-84.0% |
| Participation rate | 15.4% | 72.0%-56.7pp | 77.8%-62.4pp | 69.6%-54.2pp |
| Annual return | -7.72% | 9.66%-17.4pp | 10.64%-18.4pp | 7.63%-15.4pp |
| Employer contribution / active EE | $268 | $2,098-87.2% | $3,379-92.1% | $2,381-88.7% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $9,282-100.0% | $7,540-100.0% | $4,887-100.0% |