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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 | $13,779 | $167,352-91.8% | $143,788-90.4% | $134,509-89.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -0.41% | 0.47%-0.9pp | -0.03%-0.4pp | 418.13%-418.5pp |
| Employer contribution / active EE | $1,436 | $5,620-74.4% | $4,952-71.0% | $4,741-69.7% |
| Participant deferral / active EE | $2,986 | $6,447-53.7% | $5,638-47.0% | $6,400-53.3% |
| Admin fee / account holder | $46 | $18,091-99.7% | $14,675-99.7% | $11,427-99.6% |