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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 | $15,574 | $181,896-91.4% | $156,551-90.1% | $273,972-94.3% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 16.94% | 30.74%-13.8pp | 32.23%-15.3pp | 41.46%-24.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,791 | $5,550-31.7% | $4,871-22.2% | $5,287-28.3% |
| Admin fee / account holder | $20 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |