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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 | $6,978 | $60,442-88.5% | $96,754-92.8% | $87,485-92.0% |
| Participation rate | 40.9% | 58.7%-17.8pp | 70.3%-29.4pp | 68.9%-28.0pp |
| Annual return | 17.91% | 21.97%-4.1pp | 82.04%-64.1pp | 26.06%-8.2pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,099 | $3,280-66.5% | $4,758-76.9% | $4,274-74.3% |
| Admin fee / account holder | $191 | $5,069-96.2% | $8,905-97.9% | $7,775-97.5% |