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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 | $5,342 | $46,534-88.5% | $64,097-91.7% | $75,177-92.9% |
| Participation rate | 32.3% | 65.9%-33.6pp | 72.3%-40.0pp | 67.2%-34.9pp |
| Annual return | 0.00% | 26.07%-26.1pp | 33.75%-33.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $420 | $1,976-78.7% | $2,750-84.7% | $2,671-84.3% |
| Participant deferral / active EE | $875 | $2,835-69.1% | $3,881-77.5% | $4,126-78.8% |
| Admin fee / account holder | $149 | $2,957-95.0% | $3,070-95.1% | $5,651-97.4% |