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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 | $7,118 | $54,541-86.9% | $78,778-91.0% | $70,126-89.9% |
| Participation rate | 36.7% | 60.8%-24.1pp | 69.2%-32.5pp | 69.5%-32.9pp |
| Annual return | 23.66% | 21.07%+2.6pp | 35.62%-12.0pp | 73.15%-49.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,292 | $2,210-41.5% | $2,958-56.3% | $3,332-61.2% |
| Admin fee / account holder | $50 | $3,709-98.6% | $5,134-99.0% | $4,645-98.9% |