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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 | $3,119 | $56,894-94.5% | $84,753-96.3% | $62,881-95.0% |
| Participation rate | 68.1% | 68.5%-0.5pp | 76.6%-8.5pp | 69.3%-1.2pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $847 | $2,400-64.7% | $3,574-76.3% | $2,281-62.9% |
| Participant deferral / active EE | $1,412 | $2,709-47.9% | $3,712-62.0% | $3,203-55.9% |
| Admin fee / account holder | $2 | $3,581-99.9% | $5,333-100.0% | $4,296-100.0% |