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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 | $13,939 | $138,393-89.9% | $184,256-92.4% | $80,959-82.8% |
| Participation rate | 7.4% | 83.9%-76.5pp | 86.8%-79.4pp | 67.7%-60.3pp |
| Annual return | 12.75% | 20.01%-7.3pp | 28.85%-16.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12 | $10,489-99.9% | $13,899-99.9% | $6,925-99.8% |