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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 | $3,502 | $43,075-91.9% | $74,577-95.3% | $62,881-94.4% |
| Participation rate | 56.5% | 58.1%-1.6pp | 68.1%-11.7pp | 69.3%-12.9pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $750 | $1,498-49.9% | $2,525-70.3% | $2,281-67.1% |
| Participant deferral / active EE | $1,199 | $2,389-49.8% | $3,458-65.3% | $3,203-62.6% |
| Admin fee / account holder | $207 | $2,840-92.7% | $4,138-95.0% | $4,296-95.2% |