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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 | $8,676 | $50,082-82.7% | $93,515-90.7% | $79,856-89.1% |
| Participation rate | 31.5% | 60.9%-29.4pp | 66.8%-35.3pp | 69.6%-38.2pp |
| Annual return | 11.82% | 24.59%-12.8pp | 78.21%-66.4pp | 31.71%-19.9pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,077-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,068 | $2,212-51.7% | $3,129-65.9% | $3,741-71.5% |
| Admin fee / account holder | $84 | $3,454-97.6% | $5,235-98.4% | $5,306-98.4% |