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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 | $2,654 | $103,949-97.4% | $69,182-96.2% | $273,972-99.0% |
| Participation rate | 46.7% | 67.4%-20.7pp | 55.1%-8.4pp | 83.0%-36.3pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $351 | $1,783-80.3% | $1,206-70.9% | $4,869-92.8% |
| Participant deferral / active EE | $943 | $2,716-65.3% | $1,897-50.3% | $5,287-82.2% |
| Admin fee / account holder | $167 | $3,671-95.5% | $2,697-93.8% | $10,133-98.4% |