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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 | $6,700 | $107,806-93.8% | $90,655-92.6% | $135,382-95.1% |
| Participation rate | 52.9% | 78.0%-25.1pp | 74.0%-21.1pp | 82.6%-29.7pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $801 | $3,018-73.5% | $2,532-68.4% | $4,779-83.2% |
| Participant deferral / active EE | $3,407 | $3,872-12.0% | $3,425-0.5% | $5,609-39.3% |
| Admin fee / account holder | $13 | $5,931-99.8% | $4,994-99.7% | $10,829-99.9% |