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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 | $6,277 | $87,544-92.8% | $75,784-91.7% | $125,388-95.0% |
| Participation rate | 40.0% | 80.2%-40.2pp | 75.8%-35.8pp | 83.2%-43.2pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $591 | $3,930-85.0% | $3,323-82.2% | $4,866-87.9% |
| Participant deferral / active EE | $1,960 | $4,229-53.7% | $3,652-46.3% | $5,352-63.4% |
| Admin fee / account holder | $113 | $6,502-98.3% | $5,300-97.9% | $9,541-98.8% |