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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 | $6,578 | $61,660-89.3% | $80,022-91.8% | $64,181-89.8% |
| Participation rate | 28.2% | 71.7%-43.5pp | 75.8%-47.6pp | 69.6%-41.4pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $677 | $1,810-62.6% | $2,468-72.6% | $2,381-71.6% |
| Participant deferral / active EE | $1,392 | $2,968-53.1% | $3,686-62.2% | $3,470-59.9% |
| Admin fee / account holder | $31 | $5,417-99.4% | $6,521-99.5% | $4,887-99.4% |