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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 | $3,308 | $48,078-93.1% | $78,676-95.8% | $62,881-94.7% |
| Participation rate | 52.9% | 65.2%-12.3pp | 73.6%-20.6pp | 69.3%-16.4pp |
| Annual return | 9.05% | 31.36%-22.3pp | 62.19%-53.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,071 | $2,015-46.8% | $2,850-62.4% | $2,281-53.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $177 | $3,206-94.5% | $4,510-96.1% | $4,296-95.9% |