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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 | $74,535-82.3% | $100,712-86.9% | $82,637-84.0% |
| Participation rate | 52.4% | 61.2%-8.8pp | 69.3%-16.9pp | 68.1%-15.7pp |
| Annual return | 31.83% | 18.92%+12.9pp | 33.27%-1.4pp | 53.51%-21.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,451 | $3,074-20.2% | $4,085-40.0% | $4,126-40.6% |
| Admin fee / account holder | $269 | $6,576-95.9% | $9,256-97.1% | $7,339-96.3% |