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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 | $987 | $73,787-98.7% | $98,716-99.0% | $82,448-98.8% |
| Participation rate | 7.1% | 61.4%-54.3pp | 69.3%-62.2pp | 68.1%-60.9pp |
| Annual return | 17.78% | 18.57%-0.8pp | 31.81%-14.0pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4 | $6,500-99.9% | $8,703-100.0% | $7,234-99.9% |