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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 | $3,469 | $72,027-95.2% | $185,861-98.1% | $79,856-95.7% |
| Participation rate | 55.6% | 65.8%-10.2pp | 78.0%-22.5pp | 69.6%-14.1pp |
| Annual return | 0.00% | 23.13%-23.1pp | 35.96%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $390 | $1,965-80.2% | $4,088-90.5% | $2,471-84.2% |
| Participant deferral / active EE | $1,559 | $3,780-58.7% | $5,634-72.3% | $3,741-58.3% |
| Admin fee / account holder | $5 | $4,513-99.9% | $9,503-99.9% | $5,306-99.9% |