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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 | $11,409 | $71,873-84.1% | $86,698-86.8% | $68,490-83.3% |
| Participation rate | 43.5% | 72.2%-28.7pp | 76.6%-33.0pp | 67.9%-24.3pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,464 | $2,173-32.6% | $2,837-48.4% | $2,597-43.6% |
| Participant deferral / active EE | $3,656 | $3,779-3.2% | $4,656-21.5% | $4,028-9.2% |
| Admin fee / account holder | $83 | $6,110-98.6% | $7,492-98.9% | $5,403-98.5% |