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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 | $15,789 | $99,345-84.1% | $84,753-81.4% | $273,972-94.2% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,409 | $4,214-42.8% | $3,574-32.6% | $4,869-50.5% |
| Participant deferral / active EE | $8,815 | $4,270+106.5% | $3,712+137.5% | $5,287+66.7% |
| Admin fee / account holder | $132 | $6,645-98.0% | $5,333-97.5% | $10,133-98.7% |