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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 | $12,893 | $76,551-83.2% | $123,894-89.6% | $62,881-79.5% |
| Participation rate | 20.0% | 73.0%-53.0pp | 81.4%-61.4pp | 69.3%-49.3pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,055 | $2,882-63.4% | $4,617-77.1% | $2,281-53.7% |
| Participant deferral / active EE | $2,475 | $4,840-48.9% | $5,984-58.6% | $3,203-22.7% |
| Admin fee / account holder | $70 | $4,826-98.5% | $8,357-99.2% | $4,296-98.4% |