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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 | $10,625 | $39,132-72.8% | $57,196-81.4% | $62,881-83.1% |
| Participation rate | 66.7% | 70.5%-3.8pp | 75.3%-8.7pp | 69.3%-2.6pp |
| Annual return | 16.83% | 9.24%+7.6pp | 14.59%+2.2pp | 20.14%-3.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,084 | $2,374-54.3% | $3,096-65.0% | $3,203-66.2% |
| Admin fee / account holder | $99 | $2,594-96.2% | $3,141-96.8% | $4,296-97.7% |