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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 | $5,863 | $72,273-91.9% | $101,275-94.2% | $79,856-92.7% |
| Participation rate | 63.3% | 68.5%-5.1pp | 75.8%-12.5pp | 69.6%-6.3pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,130 | $2,691-58.0% | $3,660-69.1% | $2,471-54.3% |
| Participant deferral / active EE | $2,098 | $3,282-36.1% | $4,371-52.0% | $3,741-43.9% |
| Admin fee / account holder | $103 | $4,401-97.7% | $5,948-98.3% | $5,306-98.1% |