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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 | $5,749 | $96,558-94.0% | $80,977-92.9% | $273,972-97.9% |
| Participation rate | 57.1% | 79.1%-21.9pp | 75.8%-18.7pp | 83.0%-25.9pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,748 | $4,869-64.1% | $3,715-52.9% | $4,869-64.1% |
| Participant deferral / active EE | $2,455 | $6,598-62.8% | $5,696-56.9% | $5,287-53.6% |
| Admin fee / account holder | $18 | $7,493-99.8% | $5,517-99.7% | $10,133-99.8% |