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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 | $21,083 | $91,559-77.0% | $133,959-84.3% | $79,858-73.6% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.1pp | 69.6%-0.9pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.09%-45.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,915 | $2,384-19.7% | $3,919-51.1% | $2,471-22.5% |
| Participant deferral / active EE | $3,973 | $3,734+6.4% | $5,047-21.3% | $3,740+6.2% |
| Admin fee / account holder | $169 | $6,321-97.3% | $8,928-98.1% | $5,306-96.8% |