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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 | $7,984 | $56,484-85.9% | $169,452-95.3% | $64,173-87.6% |
| Participation rate | 60.0% | 64.5%-4.5pp | 77.8%-17.8pp | 69.6%-9.6pp |
| Annual return | -7.77% | -1.55%-6.2pp | 1.83%-9.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $858 | $1,832-53.2% | $4,157-79.4% | $2,381-63.9% |
| Participant deferral / active EE | $1,491 | $3,448-56.8% | $5,277-71.8% | $3,470-57.0% |
| Admin fee / account holder | $85 | $4,174-98.0% | $9,110-99.1% | $4,887-98.3% |