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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 | $6,324 | $48,364-86.9% | $71,796-91.2% | $62,881-89.9% |
| Participation rate | 51.9% | 60.6%-8.8pp | 69.1%-17.3pp | 69.3%-17.5pp |
| Annual return | 7.81% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,491 | $2,091-28.7% | $2,794-46.7% | $3,203-53.5% |
| Admin fee / account holder | $14 | $3,771-99.6% | $4,815-99.7% | $4,296-99.7% |