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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 | $17,270 | $93,617-81.6% | $135,982-87.3% | $75,177-77.0% |
| Participation rate | 57.7% | 75.2%-17.5pp | 81.9%-24.2pp | 67.2%-9.5pp |
| Annual return | 22.90% | 30.89%-8.0pp | 68.32%-45.4pp | 160.75%-137.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,526 | $6,406-60.6% | $7,760-67.4% | $4,126-38.8% |
| Admin fee / account holder | $21 | $6,980-99.7% | $10,767-99.8% | $5,651-99.6% |