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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 | $7,915 | $73,848-89.3% | $143,799-94.5% | $68,486-88.4% |
| Participation rate | 52.0% | 66.7%-14.7pp | 80.3%-28.3pp | 67.9%-15.9pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,640 | $3,184-48.5% | $4,952-66.9% | $2,597-36.8% |
| Participant deferral / active EE | $2,467 | $3,385-27.1% | $5,638-56.3% | $4,028-38.8% |
| Admin fee / account holder | $10 | $5,755-99.8% | $14,677-99.9% | $5,404-99.8% |