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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 | $2,606 | $48,078-94.6% | $78,676-96.7% | $62,881-95.9% |
| Participation rate | 52.3% | 65.2%-12.9pp | 73.6%-21.3pp | 69.3%-17.0pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $212 | $2,015-89.5% | $2,850-92.6% | $2,281-90.7% |
| Participant deferral / active EE | $1,171 | $2,587-54.7% | $3,517-66.7% | $3,203-63.4% |
| Admin fee / account holder | $7 | $3,206-99.8% | $4,510-99.8% | $4,296-99.8% |