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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 | $3,744 | $50,972-92.7% | $88,632-95.8% | $72,976-94.9% |
| Participation rate | 3.8% | 63.4%-59.6pp | 68.8%-64.9pp | 69.5%-65.6pp |
| Annual return | 17.57% | 29.62%-12.1pp | 43.75%-26.2pp | 81.02%-63.4pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,101-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $2,917-100.0% | $3,608-100.0% |
| Admin fee / account holder | $85 | $3,230-97.4% | $4,308-98.0% | $5,124-98.3% |