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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 | $5,763 | $71,878-92.0% | $86,698-93.4% | $68,486-91.6% |
| Participation rate | 61.5% | 72.2%-10.7pp | 76.6%-15.0pp | 67.9%-6.4pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.95%-35.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,413 | $2,173-35.0% | $2,837-50.2% | $2,597-45.6% |
| Participant deferral / active EE | $2,263 | $3,779-40.1% | $4,656-51.4% | $4,028-43.8% |
| Admin fee / account holder | $6 | $6,113-99.9% | $7,493-99.9% | $5,404-99.9% |