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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 | $6,216 | $32,037-80.6% | $69,182-91.0% | $62,881-90.1% |
| Participation rate | 35.1% | 43.4%-8.3pp | 55.1%-20.0pp | 69.3%-34.2pp |
| Annual return | 8.87% | 15.16%-6.3pp | -21.93%+30.8pp | 20.14%-11.3pp |
| Employer contribution / active EE | $293 | $679-56.8% | $1,206-75.7% | $2,281-87.1% |
| Participant deferral / active EE | $492 | $1,185-58.5% | $1,897-74.1% | $3,203-84.6% |
| Admin fee / account holder | $68 | $2,608-97.4% | $2,697-97.5% | $4,296-98.4% |