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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 | $6,996 | $48,078-85.4% | $78,676-91.1% | $62,881-88.9% |
| Participation rate | 20.0% | 65.2%-45.2pp | 73.6%-53.6pp | 69.3%-49.3pp |
| Annual return | 13.45% | 31.36%-17.9pp | 62.19%-48.7pp | 20.14%-6.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $875 | $2,587-66.2% | $3,517-75.1% | $3,203-72.7% |
| Admin fee / account holder | $38 | $3,206-98.8% | $4,510-99.2% | $4,296-99.1% |