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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 | $9,647 | $51,184-81.2% | $66,439-85.5% | $86,983-88.9% |
| Participation rate | 24.1% | 68.5%-44.3pp | 74.5%-50.4pp | 69.5%-45.4pp |
| Annual return | 25.63% | 17.07%+8.6pp | 757.66%-732.0pp | 25.83%-0.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,282 | $2,927-56.2% | $3,876-66.9% | $4,194-69.4% |
| Admin fee / account holder | $136 | $4,154-96.7% | $6,173-97.8% | $7,856-98.3% |