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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 | $3,843 | $53,774-92.9% | $134,162-97.1% | $79,852-95.2% |
| Participation rate | 66.0% | 58.8%+7.2pp | 72.2%-6.2pp | 69.6%-3.6pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.35%-36.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $368 | $1,322-72.1% | $3,705-90.1% | $2,471-85.1% |
| Participant deferral / active EE | $1,425 | $2,420-41.1% | $3,500-59.3% | $3,740-61.9% |
| Admin fee / account holder | $39 | $3,985-99.0% | $6,685-99.4% | $5,306-99.3% |