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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 | $22,455 | $80,983-72.3% | $96,544-76.7% | $75,177-70.1% |
| Participation rate | 40.6% | 71.8%-31.2pp | 76.0%-35.4pp | 67.2%-26.6pp |
| Annual return | 18.55% | 27.05%-8.5pp | 25.88%-7.3pp | 160.75%-142.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,646 | $3,929-32.6% | $4,851-45.5% | $4,126-35.9% |
| Admin fee / account holder | $145 | $6,717-97.8% | $8,254-98.2% | $5,651-97.4% |