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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 | $5,309 | $46,534-88.6% | $64,097-91.7% | $75,177-92.9% |
| Participation rate | 69.8% | 65.9%+3.9pp | 72.3%-2.5pp | 67.2%+2.6pp |
| Annual return | 16.62% | 26.07%-9.5pp | 33.75%-17.1pp | 160.75%-144.1pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,611 | $2,835-43.2% | $3,881-58.5% | $4,126-61.0% |
| Admin fee / account holder | $36 | $2,957-98.8% | $3,070-98.8% | $5,651-99.4% |