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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 | $5,460 | $56,054-90.3% | $171,082-96.8% | $62,881-91.3% |
| Participation rate | 48.6% | 62.9%-14.3pp | 76.7%-28.1pp | 69.3%-20.7pp |
| Annual return | 0.00% | 22.52%-22.5pp | 32.56%-32.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $993 | $1,731-42.6% | $4,002-75.2% | $2,281-56.5% |
| Participant deferral / active EE | $1,589 | $3,158-49.7% | $4,797-66.9% | $3,203-50.4% |
| Admin fee / account holder | $122 | $3,647-96.6% | $8,520-98.6% | $4,296-97.1% |