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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 | $15,606 | $158,852-90.2% | $121,220-87.1% | $135,380-88.5% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | 11.48% | -0.64%+12.1pp | 16.94%-5.5pp | 519.81%-508.3pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $702 | $4,006-82.5% | $3,345-79.0% | $5,609-87.5% |
| Admin fee / account holder | $237 | $6,515-96.4% | $5,021-95.3% | $10,828-97.8% |