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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 | $21,251 | $362,881-94.1% | $342,735-93.8% | $531,493-96.0% |
| Participation rate | 66.7% | 90.7%-24.1pp | 85.4%-18.7pp | 86.9%-20.2pp |
| Annual return | 22.92% | 10.48%+12.4pp | 10.74%+12.2pp | 9.82%+13.1pp |
| Employer contribution / active EE | $0 | $17,974-100.0% | $18,336-100.0% | $22,221-100.0% |
| Participant deferral / active EE | $4,759 | $9,202-48.3% | $8,567-44.5% | $6,107-22.1% |
| Admin fee / account holder | $125 | $866-85.6% | $1,244-90.0% | $42,466-99.7% |