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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 | $8,270 | $40,275-79.5% | $57,356-85.6% | $59,633-86.1% |
| Participation rate | 39.7% | 69.1%-29.4pp | 75.1%-35.4pp | 68.7%-28.9pp |
| Annual return | 0.19% | 27.52%-27.3pp | 24.41%-24.2pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $594 | $1,921-69.1% | $2,689-77.9% | $2,203-73.0% |
| Participant deferral / active EE | $1,781 | $2,400-25.8% | $3,162-43.7% | $3,192-44.2% |
| Admin fee / account holder | $20 | $2,820-99.3% | $3,357-99.4% | $4,297-99.5% |