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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 | $13,210 | $73,787-82.1% | $98,716-86.6% | $82,448-84.0% |
| Participation rate | 52.4% | 61.4%-9.0pp | 69.3%-16.9pp | 68.1%-15.7pp |
| Annual return | 31.83% | 18.57%+13.3pp | 31.81%0pp | 41.64%-9.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,451 | $3,081-20.4% | $4,048-39.4% | $4,139-40.8% |
| Admin fee / account holder | $269 | $6,500-95.9% | $8,703-96.9% | $7,234-96.3% |