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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 | $903 | $73,787-98.8% | $98,716-99.1% | $82,448-98.9% |
| Participation rate | 10.8% | 61.4%-50.6pp | 69.3%-58.5pp | 68.1%-57.3pp |
| Annual return | 20.07% | 18.57%+1.5pp | 31.81%-11.7pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |