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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 | $8,642 | $43,075-79.9% | $74,577-88.4% | $62,881-86.3% |
| Participation rate | 51.7% | 58.1%-6.3pp | 68.1%-16.4pp | 69.3%-17.6pp |
| Annual return | 10.21% | 17.50%-7.3pp | 20.47%-10.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,449 | $2,389-39.4% | $3,458-58.1% | $3,203-54.8% |
| Admin fee / account holder | $71 | $2,840-97.5% | $4,138-98.3% | $4,296-98.4% |