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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 | $9,388 | $86,938-89.2% | $102,423-90.8% | $80,925-88.4% |
| Participation rate | 46.4% | 72.4%-26.0pp | 76.5%-30.1pp | 67.7%-21.2pp |
| Annual return | 14.59% | 18.89%-4.3pp | 29.42%-14.8pp | 35.65%-21.1pp |
| Employer contribution / active EE | $2,235 | $2,369-5.7% | $3,023-26.1% | $2,756-18.9% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $160 | $8,053-98.0% | $9,455-98.3% | $6,940-97.7% |