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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 | $26,320 | $138,393-81.0% | $184,256-85.7% | $80,959-67.5% |
| Participation rate | 7.7% | 83.9%-76.2pp | 86.8%-79.1pp | 67.7%-60.0pp |
| Annual return | 29.80% | 20.01%+9.8pp | 28.85%+1.0pp | 35.67%-5.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,899-100.0% | $6,925-100.0% |