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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 | $12,397 | $56,054-77.9% | $171,082-92.8% | $62,881-80.3% |
| Participation rate | 43.9% | 62.9%-18.9pp | 76.7%-32.8pp | 69.3%-25.4pp |
| Annual return | 9.84% | 22.52%-12.7pp | 32.56%-22.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,091 | $3,158-33.8% | $4,797-56.4% | $3,203-34.7% |
| Admin fee / account holder | $212 | $3,647-94.2% | $8,520-97.5% | $4,296-95.1% |