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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 | $16,715 | $81,487-79.5% | $102,412-83.7% | $80,935-79.3% |
| Participation rate | 3.7% | 66.8%-63.1pp | 74.5%-70.8pp | 67.7%-64.0pp |
| Annual return | 18.40% | 25.60%-7.2pp | 24.94%-6.5pp | 35.66%-17.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $71 | $6,717-98.9% | $8,388-99.2% | $6,924-99.0% |