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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 | $8,324 | $139,948-94.1% | $121,663-93.2% | $154,746-94.6% |
| Participation rate | 58.3% | 78.0%-19.7pp | 74.5%-16.2pp | 80.7%-22.4pp |
| Annual return | 16.82% | 230.52%-213.7pp | 147.54%-130.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,557 | $5,629-54.6% | $4,887-47.7% | $6,730-62.0% |
| Admin fee / account holder | $286 | $17,321-98.4% | $14,289-98.0% | $14,365-98.0% |