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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 | $20,337 | $138,393-85.3% | $184,256-89.0% | $80,959-74.9% |
| Participation rate | 61.1% | 83.9%-22.8pp | 86.8%-25.7pp | 67.7%-6.6pp |
| Annual return | 0.00% | 20.01%-20.0pp | 28.85%-28.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,544 | $7,076+77.3% | $9,133+37.3% | $4,300+191.7% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,899-100.0% | $6,925-100.0% |