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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 | $5,566 | $46,599-88.1% | $64,101-91.3% | $75,173-92.6% |
| Participation rate | 35.7% | 65.9%-30.2pp | 72.3%-36.6pp | 67.2%-31.5pp |
| Annual return | 19.60% | 26.06%-6.5pp | 33.72%-14.1pp | 160.72%-141.1pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $870 | $2,837-69.3% | $3,881-77.6% | $4,126-78.9% |
| Admin fee / account holder | $234 | $2,956-92.1% | $3,070-92.4% | $5,651-95.9% |