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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 | $7,388 | $77,814-90.5% | $158,223-95.3% | $86,983-91.5% |
| Participation rate | 58.5% | 68.4%-9.9pp | 79.2%-20.7pp | 69.5%-11.0pp |
| Annual return | 0.00% | 30.54%-30.5pp | 52.09%-52.1pp | 25.83%-25.8pp |
| Employer contribution / active EE | $553 | $2,592-78.7% | $4,109-86.5% | $2,584-78.6% |
| Participant deferral / active EE | $4,018 | $3,270+22.9% | $5,467-26.5% | $4,194-4.2% |
| Admin fee / account holder | $77 | $5,879-98.7% | $16,047-99.5% | $7,856-99.0% |