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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 | $10,752 | $47,848-77.5% | $81,473-86.8% | $70,126-84.7% |
| Participation rate | 26.3% | 58.3%-32.0pp | 68.0%-41.6pp | 69.5%-43.2pp |
| Annual return | 25.04% | 27.25%-2.2pp | 38.78%-13.7pp | 73.15%-48.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $875 | $2,453-64.3% | $3,537-75.2% | $3,332-73.7% |
| Admin fee / account holder | $141 | $3,145-95.5% | $4,561-96.9% | $4,645-97.0% |