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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 | $4,366 | $40,275-89.2% | $57,356-92.4% | $59,633-92.7% |
| Participation rate | 66.7% | 69.1%-2.5pp | 75.1%-8.4pp | 68.7%-2.0pp |
| Annual return | 0.00% | 27.52%-27.5pp | 24.41%-24.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,363 | $1,921-29.1% | $2,689-49.3% | $2,203-38.1% |
| Participant deferral / active EE | $1,826 | $2,400-23.9% | $3,162-42.3% | $3,192-42.8% |
| Admin fee / account holder | $3 | $2,820-99.9% | $3,357-99.9% | $4,297-99.9% |