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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 | $10,772 | $112,300-90.4% | $90,223-88.1% | $125,389-91.4% |
| Participation rate | 46.2% | 82.9%-36.7pp | 79.0%-32.9pp | 83.2%-37.0pp |
| Annual return | 0.00% | -0.57%+0.6pp | 1.31%-1.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,178 | $5,181-77.3% | $4,378-73.1% | $4,866-75.8% |
| Participant deferral / active EE | $3,931 | $6,733-41.6% | $5,792-32.1% | $5,352-26.5% |
| Admin fee / account holder | $105 | $10,990-99.0% | $7,406-98.6% | $9,541-98.9% |