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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 | $10,039 | $78,670-87.2% | $109,173-90.8% | $85,847-88.3% |
| Participation rate | 44.1% | 68.3%-24.2pp | 75.9%-31.8pp | 69.3%-25.2pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $1,287 | $2,734-52.9% | $3,723-65.4% | $2,565-49.8% |
| Participant deferral / active EE | $3,211 | $3,467-7.4% | $4,654-31.0% | $3,952-18.7% |
| Admin fee / account holder | $226 | $5,469-95.9% | $6,755-96.7% | $6,261-96.4% |