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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 | $4,257 | $95,188-95.5% | $76,518-94.4% | $135,380-96.9% |
| Participation rate | 62.5% | 74.4%-11.9pp | 68.0%-5.5pp | 82.6%-20.1pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,038 | $3,303-68.6% | $2,647-60.8% | $4,779-78.3% |
| Participant deferral / active EE | $1,614 | $4,640-65.2% | $3,836-57.9% | $5,609-71.2% |
| Admin fee / account holder | $7 | $6,249-99.9% | $4,849-99.8% | $10,828-99.9% |