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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 | $7,758 | $53,128-85.4% | $86,582-91.0% | $70,126-88.9% |
| Participation rate | 60.7% | 65.3%-4.6pp | 73.5%-12.8pp | 69.5%-8.8pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.08%-965.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $661 | $2,068-68.0% | $2,839-76.7% | $2,343-71.8% |
| Participant deferral / active EE | $2,106 | $2,695-21.9% | $3,609-41.7% | $3,332-36.8% |
| Admin fee / account holder | $89 | $3,584-97.5% | $4,904-98.2% | $4,645-98.1% |