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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 | $7,836 | $58,577-86.6% | $83,323-90.6% | $64,181-87.8% |
| Participation rate | 62.5% | 72.0%-9.5pp | 77.8%-15.3pp | 69.6%-7.1pp |
| Annual return | 7.67% | 9.65%-2.0pp | 10.63%-3.0pp | 7.63%0pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,305 | $4,654-29.0% | $5,565-40.6% | $3,470-4.8% |
| Admin fee / account holder | $25 | $9,275-99.7% | $7,539-99.7% | $4,887-99.5% |