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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 | $77,574-83.0% | $108,753-87.9% | $86,983-84.8% |
| Participation rate | 52.4% | 62.3%-9.9pp | 71.1%-18.7pp | 69.5%-17.2pp |
| Annual return | 31.83% | 18.42%+13.4pp | 37.47%-5.6pp | 25.83%+6.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,451 | $3,128-21.6% | $4,115-40.4% | $4,194-41.5% |
| Admin fee / account holder | $269 | $6,529-95.9% | $10,320-97.4% | $7,856-96.6% |