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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 | $4,301 | $54,541-92.1% | $78,778-94.5% | $70,126-93.9% |
| Participation rate | 25.0% | 60.8%-35.8pp | 69.2%-44.2pp | 69.5%-44.5pp |
| Annual return | 30.22% | 21.07%+9.1pp | 35.62%-5.4pp | 73.15%-42.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $989 | $2,210-55.3% | $2,958-66.6% | $3,332-70.3% |
| Admin fee / account holder | $235 | $3,709-93.7% | $5,134-95.4% | $4,645-94.9% |