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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 | $8,788 | $57,350-84.7% | $83,850-89.5% | $64,181-86.3% |
| Participation rate | 69.7% | 68.6%+1.1pp | 76.1%-6.4pp | 69.6%+0.1pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.92%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,016 | $2,545-20.8% | $3,631-44.5% | $2,381-15.3% |
| Participant deferral / active EE | $2,965 | $2,993-0.9% | $4,082-27.3% | $3,470-14.5% |
| Admin fee / account holder | $144 | $4,046-96.4% | $5,478-97.4% | $4,887-97.0% |