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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 | $3,897 | $54,757-92.9% | $90,304-95.7% | $72,975-94.7% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 25.62% | 30.63%-5.0pp | 78.13%-52.5pp | 81.01%-55.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,550 | $2,887-46.3% | $3,885-60.1% | $3,608-57.0% |
| Admin fee / account holder | $15 | $3,973-99.6% | $5,354-99.7% | $5,124-99.7% |