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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 | $8,854 | $65,712-86.5% | $57,196-84.5% | $273,972-96.8% |
| Participation rate | 40.0% | 78.3%-38.3pp | 75.3%-35.3pp | 83.0%-43.0pp |
| Annual return | 12.64% | 22.01%-9.4pp | 14.59%-2.0pp | 41.46%-28.8pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,302 | $3,782-39.1% | $3,096-25.7% | $5,287-56.5% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |