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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 | $10,862 | $65,034-83.3% | $90,970-88.1% | $79,856-86.4% |
| Participation rate | 52.3% | 61.6%-9.3pp | 69.0%-16.7pp | 69.6%-17.3pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $615 | $1,247-50.7% | $2,122-71.0% | $2,471-75.1% |
| Participant deferral / active EE | $3,881 | $2,512+54.5% | $3,373+15.1% | $3,741+3.7% |
| Admin fee / account holder | $200 | $4,536-95.6% | $5,961-96.7% | $5,306-96.2% |