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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 | $13,737 | $55,713-75.3% | $75,894-81.9% | $72,983-81.2% |
| Participation rate | 52.9% | 61.1%-8.2pp | 69.3%-16.3pp | 69.5%-16.5pp |
| Annual return | 0.00% | 27.60%-27.6pp | 30.76%-30.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $840 | $1,687-50.2% | $2,501-66.4% | $2,440-65.6% |
| Participant deferral / active EE | $1,625 | $2,634-38.3% | $3,603-54.9% | $3,608-55.0% |
| Admin fee / account holder | $105 | $3,980-97.4% | $5,420-98.1% | $5,124-97.9% |