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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 | $13,723 | $76,371-82.0% | $93,621-85.3% | $72,975-81.2% |
| Participation rate | 64.0% | 71.8%-7.8pp | 75.8%-11.8pp | 69.5%-5.5pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,296 | $2,276+0.9% | $2,719-15.5% | $2,440-5.9% |
| Participant deferral / active EE | $3,198 | $3,538-9.6% | $4,070-21.4% | $3,608-11.4% |
| Admin fee / account holder | $76 | $6,839-98.9% | $7,890-99.0% | $5,124-98.5% |