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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 | $3,026 | $54,541-94.5% | $78,778-96.2% | $70,126-95.7% |
| Participation rate | 54.4% | 60.8%-6.4pp | 69.2%-14.8pp | 69.5%-15.1pp |
| Annual return | 27.64% | 21.07%+6.6pp | 35.62%-8.0pp | 73.15%-45.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,229 | $2,210-44.4% | $2,958-58.5% | $3,332-63.1% |
| Admin fee / account holder | $41 | $3,709-98.9% | $5,134-99.2% | $4,645-99.1% |