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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 | $6,799 | $57,352-88.1% | $83,831-91.9% | $64,173-89.4% |
| Participation rate | 26.7% | 68.6%-41.9pp | 76.1%-49.5pp | 69.6%-42.9pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $605 | $2,546-76.2% | $3,631-83.3% | $2,381-74.6% |
| Participant deferral / active EE | $1,383 | $2,993-53.8% | $4,082-66.1% | $3,470-60.2% |
| Admin fee / account holder | $40 | $4,046-99.0% | $5,479-99.3% | $4,887-99.2% |