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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 | $9,712 | $43,075-77.5% | $74,577-87.0% | $62,881-84.6% |
| Participation rate | 39.1% | 58.1%-18.9pp | 68.1%-29.0pp | 69.3%-30.2pp |
| Annual return | 6.05% | 17.50%-11.5pp | 20.47%-14.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $973 | $2,389-59.3% | $3,458-71.9% | $3,203-69.6% |
| Admin fee / account holder | $276 | $2,840-90.3% | $4,138-93.3% | $4,296-93.6% |