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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 | $7,445 | $65,712-88.7% | $57,196-87.0% | $273,972-97.3% |
| Participation rate | 58.8% | 78.3%-19.5pp | 75.3%-16.5pp | 83.0%-24.2pp |
| Annual return | 0.00% | 22.01%-22.0pp | 14.59%-14.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $726 | $3,280-77.9% | $2,683-72.9% | $4,869-85.1% |
| Participant deferral / active EE | $4,376 | $3,782+15.7% | $3,096+41.3% | $5,287-17.2% |
| Admin fee / account holder | $81 | $4,838-98.3% | $3,141-97.4% | $10,133-99.2% |