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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 | $8,832 | $54,541-83.8% | $78,778-88.8% | $70,126-87.4% |
| Participation rate | 23.7% | 60.8%-37.1pp | 69.2%-45.5pp | 69.5%-45.9pp |
| Annual return | 19.46% | 21.07%-1.6pp | 35.62%-16.2pp | 73.15%-53.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,258 | $2,210-43.1% | $2,958-57.5% | $3,332-62.2% |
| Admin fee / account holder | $245 | $3,709-93.4% | $5,134-95.2% | $4,645-94.7% |