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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 | $2,135 | $58,627-96.4% | $76,735-97.2% | $82,448-97.4% |
| Participation rate | 68.6% | 63.2%+5.4pp | 69.5%-0.9pp | 68.1%+0.5pp |
| Annual return | 17.04% | 39.10%-22.1pp | 29.77%-12.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18 | $5,323-99.7% | $7,189-99.8% | $7,234-99.8% |