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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 | $7,887 | $75,935-89.6% | $60,547-87.0% | $125,389-93.7% |
| Participation rate | 66.7% | 76.5%-9.9pp | 68.0%-1.3pp | 83.2%-16.5pp |
| Annual return | -1.70% | -5.38%+3.7pp | 335.64%-337.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $822 | $3,438-76.1% | $2,419-66.0% | $4,866-83.1% |
| Participant deferral / active EE | $1,159 | $4,506-74.3% | $3,328-65.2% | $5,352-78.3% |
| Admin fee / account holder | $55 | $6,768-99.2% | $4,536-98.8% | $9,541-99.4% |