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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 | $12,278 | $57,352-78.6% | $83,830-85.4% | $64,173-80.9% |
| Participation rate | 52.4% | 68.6%-16.2pp | 76.1%-23.8pp | 69.6%-17.2pp |
| Annual return | 9.53% | 11.38%-1.9pp | 850.97%-841.4pp | 7.63%+1.9pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $86 | $4,046-97.9% | $5,479-98.4% | $4,887-98.2% |