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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 | $9,364 | $49,177-81.0% | $79,466-88.2% | $64,173-85.4% |
| Participation rate | 54.5% | 65.0%-10.5pp | 73.3%-18.8pp | 69.6%-15.0pp |
| Annual return | -0.49% | -1.16%+0.7pp | 718.28%-718.8pp | 7.63%-8.1pp |
| Employer contribution / active EE | $747 | $2,076-64.0% | $2,800-73.3% | $2,381-68.6% |
| Participant deferral / active EE | $1,209 | $2,821-57.1% | $3,704-67.4% | $3,470-65.2% |
| Admin fee / account holder | $195 | $3,839-94.9% | $5,104-96.2% | $4,887-96.0% |