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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 | $17,560 | $96,558-81.8% | $80,977-78.3% | $273,972-93.6% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 16.23% | 15.14%+1.1pp | 17.11%-0.9pp | 41.46%-25.2pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,237 | $6,598-20.6% | $5,696-8.1% | $5,287-0.9% |
| Admin fee / account holder | $92 | $7,493-98.8% | $5,517-98.3% | $10,133-99.1% |