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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 | $30,517 | $123,793-75.3% | $177,848-82.8% | $79,856-61.8% |
| Participation rate | 53.1% | 84.7%-31.6pp | 87.7%-34.7pp | 69.6%-16.6pp |
| Annual return | 25.28% | 22.82%+2.5pp | 48.33%-23.0pp | 31.71%-6.4pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,856 | $5,956-52.1% | $7,714-63.0% | $3,741-23.6% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,431-100.0% | $5,306-100.0% |