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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 | $6,993 | $72,027-90.3% | $185,861-96.2% | $79,856-91.2% |
| Participation rate | 43.9% | 65.8%-21.9pp | 78.0%-34.1pp | 69.6%-25.7pp |
| Annual return | 0.00% | 23.13%-23.1pp | 35.96%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,091 | $1,965-44.5% | $4,088-73.3% | $2,471-55.9% |
| Participant deferral / active EE | $1,788 | $3,780-52.7% | $5,634-68.3% | $3,741-52.2% |
| Admin fee / account holder | $259 | $4,513-94.3% | $9,503-97.3% | $5,306-95.1% |