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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 | $6,519 | $45,041-85.5% | $63,003-89.7% | $70,131-90.7% |
| Participation rate | 50.0% | 69.5%-19.5pp | 74.8%-24.8pp | 69.5%-19.5pp |
| Annual return | 26.25% | 18.76%+7.5pp | 87.59%-61.3pp | 73.14%-46.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,593 | $2,465-35.4% | $3,329-52.2% | $3,332-52.2% |
| Admin fee / account holder | $275 | $2,836-90.3% | $3,600-92.4% | $4,645-94.1% |