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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 | $6,798 | $57,350-88.1% | $83,850-91.9% | $64,181-89.4% |
| Participation rate | 63.2% | 68.6%-5.4pp | 76.1%-13.0pp | 69.6%-6.4pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.92%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,106 | $2,545-17.2% | $3,631-42.0% | $2,381-11.5% |
| Participant deferral / active EE | $3,305 | $2,993+10.4% | $4,082-19.0% | $3,470-4.7% |
| Admin fee / account holder | $61 | $4,046-98.5% | $5,478-98.9% | $4,887-98.8% |