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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 | $10,642 | $48,078-77.9% | $78,676-86.5% | $62,881-83.1% |
| Participation rate | 24.1% | 65.2%-41.1pp | 73.6%-49.4pp | 69.3%-45.2pp |
| Annual return | 10.13% | 31.36%-21.2pp | 62.19%-52.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $896 | $2,587-65.4% | $3,517-74.5% | $3,203-72.0% |
| Admin fee / account holder | $59 | $3,206-98.2% | $4,510-98.7% | $4,296-98.6% |