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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 | $6,117 | $64,311-90.5% | $57,356-89.3% | $125,389-95.1% |
| Participation rate | 69.6% | 78.6%-9.1pp | 75.1%-5.5pp | 83.2%-13.6pp |
| Annual return | 0.00% | 25.14%-25.1pp | 24.41%-24.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,270 | $3,193-60.2% | $2,689-52.8% | $4,866-73.9% |
| Participant deferral / active EE | $3,732 | $3,846-3.0% | $3,162+18.0% | $5,352-30.3% |
| Admin fee / account holder | $263 | $5,243-95.0% | $3,357-92.2% | $9,541-97.2% |