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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 | $14,175 | $87,834-83.9% | $133,975-89.4% | $62,881-77.5% |
| Participation rate | 45.5% | 83.4%-37.9pp | 87.1%-41.6pp | 69.3%-23.9pp |
| Annual return | 25.50% | 12.05%+13.5pp | 29.29%-3.8pp | 20.14%+5.4pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,609 | $4,812-4.2% | $6,282-26.6% | $3,203+43.9% |
| Admin fee / account holder | $35 | $5,372-99.3% | $9,324-99.6% | $4,296-99.2% |