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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 | $3,647 | $37,436-90.3% | $77,513-95.3% | $79,858-95.4% |
| Participation rate | 62.7% | 41.5%+21.2pp | 54.2%+8.6pp | 69.6%-6.9pp |
| Annual return | 36.67% | 39.75%-3.1pp | 54.81%-18.1pp | 31.72%+5.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,322 | $1,261+4.9% | $1,861-29.0% | $3,740-64.7% |
| Admin fee / account holder | $32 | $2,505-98.7% | $2,859-98.9% | $5,306-99.4% |