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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 | $13,120 | $52,580-75.0% | $71,671-81.7% | $70,131-81.3% |
| Participation rate | 46.9% | 60.9%-13.9pp | 68.7%-21.8pp | 69.5%-22.6pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $535 | $1,616-66.9% | $2,460-78.2% | $2,342-77.1% |
| Participant deferral / active EE | $883 | $2,386-63.0% | $3,438-74.3% | $3,332-73.5% |
| Admin fee / account holder | $89 | $3,653-97.6% | $5,558-98.4% | $4,645-98.1% |