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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 | $4,312 | $84,953-94.9% | $163,379-97.4% | $82,637-94.8% |
| Participation rate | 65.7% | 65.9%-0.2pp | 76.8%-11.1pp | 68.1%-2.3pp |
| Annual return | 0.00% | 23.07%-23.1pp | 63.41%-63.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $1,313 | $2,183-39.9% | $3,752-65.0% | $2,552-48.6% |
| Participant deferral / active EE | $2,027 | $4,326-53.1% | $6,282-67.7% | $4,126-50.9% |
| Admin fee / account holder | $63 | $7,921-99.2% | $9,818-99.4% | $7,339-99.1% |