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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 | $23,068 | $136,307-83.1% | $106,619-78.4% | $273,972-91.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 78.0%-18.0pp | 83.0%-23.0pp |
| Annual return | 8.37% | 11.05%-2.7pp | 9.42%-1.0pp | 41.46%-33.1pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,104 | $4,969-57.7% | $3,930-46.5% | $5,287-60.2% |
| Admin fee / account holder | $18 | $8,625-99.8% | $6,418-99.7% | $10,133-99.8% |