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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 | $5,886 | $93,064-93.7% | $74,577-92.1% | $273,972-97.9% |
| Participation rate | 55.6% | 74.9%-19.4pp | 68.1%-12.6pp | 83.0%-27.5pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,570 | $3,160-50.3% | $2,525-37.8% | $4,869-67.7% |
| Participant deferral / active EE | $2,238 | $4,160-46.2% | $3,458-35.3% | $5,287-57.7% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |