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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 | $3,766 | $52,306-92.8% | $69,779-94.6% | $62,881-94.0% |
| Participation rate | 28.9% | 67.2%-38.3pp | 71.8%-42.9pp | 69.3%-40.4pp |
| Annual return | 0.00% | 13.35%-13.4pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $651 | $1,799-63.8% | $2,338-72.2% | $2,281-71.5% |
| Participant deferral / active EE | $1,081 | $2,395-54.9% | $2,931-63.1% | $3,203-66.3% |
| Admin fee / account holder | $83 | $3,691-97.7% | $4,381-98.1% | $4,296-98.1% |