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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 | $5,675 | $45,566-87.5% | $64,105-91.1% | $59,633-90.5% |
| Participation rate | 63.0% | 60.2%+2.8pp | 68.2%-5.2pp | 68.7%-5.7pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,097 | $934+17.4% | $1,820-39.7% | $2,203-50.2% |
| Participant deferral / active EE | $2,184 | $2,057+6.2% | $2,822-22.6% | $3,192-31.6% |
| Admin fee / account holder | $35 | $3,268-98.9% | $4,499-99.2% | $4,297-99.2% |