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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 | $8,555 | $54,541-84.3% | $78,778-89.1% | $70,126-87.8% |
| Participation rate | 42.4% | 60.8%-18.4pp | 69.2%-26.8pp | 69.5%-27.1pp |
| Annual return | 20.74% | 21.07%-0.3pp | 35.62%-14.9pp | 73.15%-52.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,601 | $2,210-27.5% | $2,958-45.9% | $3,332-51.9% |
| Admin fee / account holder | $285 | $3,709-92.3% | $5,134-94.4% | $4,645-93.9% |