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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 | $10,626 | $65,364-83.7% | $92,909-88.6% | $72,975-85.4% |
| Participation rate | 51.3% | 68.3%-17.0pp | 76.0%-24.7pp | 69.5%-18.2pp |
| Annual return | 19.66% | 42.11%-22.4pp | 109.44%-89.8pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $80 | $4,251-98.1% | $5,795-98.6% | $5,124-98.4% |