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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 | $5,820 | $37,446-84.5% | $77,552-92.5% | $79,856-92.7% |
| Participation rate | 24.0% | 41.5%-17.5pp | 54.2%-30.2pp | 69.6%-45.6pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $319 | $637-49.9% | $987-67.7% | $2,471-87.1% |
| Participant deferral / active EE | $1,115 | $1,261-11.6% | $1,861-40.1% | $3,741-70.2% |
| Admin fee / account holder | $233 | $2,506-90.7% | $2,859-91.8% | $5,306-95.6% |