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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 | $7,775 | $48,364-83.9% | $71,796-89.2% | $62,881-87.6% |
| Participation rate | 51.6% | 60.6%-9.0pp | 69.1%-17.5pp | 69.3%-17.7pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $681 | $1,042-34.6% | $1,924-64.6% | $2,281-70.1% |
| Participant deferral / active EE | $3,252 | $2,091+55.5% | $2,794+16.4% | $3,203+1.5% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |