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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 | $12,973 | $77,638-83.3% | $156,551-91.7% | $62,881-79.4% |
| Participation rate | 54.5% | 71.2%-16.7pp | 84.0%-29.5pp | 69.3%-14.8pp |
| Annual return | 8.29% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,560 | $3,046-48.8% | $4,871-68.0% | $3,203-51.3% |
| Admin fee / account holder | $82 | $5,561-98.5% | $13,028-99.4% | $4,296-98.1% |