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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 | $15,515 | $99,345-84.4% | $84,753-81.7% | $273,972-94.3% |
| Participation rate | 27.3% | 80.7%-53.4pp | 76.6%-49.3pp | 83.0%-55.7pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $660 | $4,214-84.3% | $3,574-81.5% | $4,869-86.5% |
| Participant deferral / active EE | $3,443 | $4,270-19.4% | $3,712-7.2% | $5,287-34.9% |
| Admin fee / account holder | $89 | $6,645-98.7% | $5,333-98.3% | $10,133-99.1% |