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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 | $11,002 | $47,848-77.0% | $81,473-86.5% | $70,126-84.3% |
| Participation rate | 42.9% | 58.3%-15.4pp | 68.0%-25.1pp | 69.5%-26.7pp |
| Annual return | 14.86% | 27.25%-12.4pp | 38.78%-23.9pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,211 | $2,453-50.6% | $3,537-65.8% | $3,332-63.7% |
| Admin fee / account holder | $76 | $3,145-97.6% | $4,561-98.3% | $4,645-98.4% |