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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 | $8,568 | $49,249-82.6% | $70,476-87.8% | $79,852-89.3% |
| Participation rate | 61.1% | 69.2%-8.1pp | 75.1%-13.9pp | 69.6%-8.5pp |
| Annual return | 0.00% | 30.09%-30.1pp | 109.12%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $929 | $2,100-55.8% | $2,738-66.1% | $2,471-62.4% |
| Participant deferral / active EE | $2,474 | $2,769-10.7% | $3,710-33.3% | $3,740-33.9% |
| Admin fee / account holder | $47 | $2,878-98.4% | $3,847-98.8% | $5,306-99.1% |