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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 | $138,385-89.9% | $184,200-92.4% | $80,874-82.8% |
| Participation rate | 7.4% | 83.9%-76.5pp | 86.8%-79.4pp | 67.6%-60.2pp |
| Annual return | 12.75% | 20.02%-7.3pp | 28.80%-16.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12 | $10,483-99.9% | $13,907-99.9% | $6,935-99.8% |