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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 | $17,202 | $110,083-84.4% | $151,639-88.7% | $68,486-74.9% |
| Participation rate | 8.8% | 84.0%-75.1pp | 87.5%-78.7pp | 67.9%-59.1pp |
| Annual return | 11.48% | -10.12%+21.6pp | 3.34%+8.1pp | -7.85%+19.3pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $7,718-100.0% | $11,613-100.0% | $5,404-100.0% |