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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 | $3,899 | $63,764-93.9% | $81,926-95.2% | $79,858-95.1% |
| Participation rate | 54.8% | 67.5%-12.7pp | 72.0%-17.2pp | 69.6%-14.8pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,419 | $1,795-21.0% | $4,310-67.1% | $2,471-42.6% |
| Participant deferral / active EE | $2,147 | $2,780-22.8% | $7,108-69.8% | $3,740-42.6% |
| Admin fee / account holder | $209 | $4,426-95.3% | $5,159-96.0% | $5,306-96.1% |