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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 | $2,795 | $43,338-93.6% | $59,887-95.3% | $64,173-95.6% |
| Participation rate | 52.7% | 69.2%-16.5pp | 74.7%-22.0pp | 69.6%-16.9pp |
| Annual return | 0.00% | -1.55%+1.6pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $684 | $2,030-66.3% | $2,722-74.9% | $2,381-71.3% |
| Participant deferral / active EE | $961 | $2,547-62.3% | $3,402-71.8% | $3,470-72.3% |
| Admin fee / account holder | $78 | $3,007-97.4% | $3,591-97.8% | $4,887-98.4% |