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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 | $8,048 | $64,311-87.5% | $57,356-86.0% | $125,389-93.6% |
| Participation rate | 60.9% | 78.6%-17.8pp | 75.1%-14.2pp | 83.2%-22.3pp |
| Annual return | 0.55% | 25.14%-24.6pp | 24.41%-23.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $843 | $3,193-73.6% | $2,689-68.7% | $4,866-82.7% |
| Participant deferral / active EE | $2,486 | $3,846-35.4% | $3,162-21.4% | $5,352-53.6% |
| Admin fee / account holder | $13 | $5,243-99.7% | $3,357-99.6% | $9,541-99.9% |