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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 | $2,940 | $65,364-95.5% | $92,909-96.8% | $72,975-96.0% |
| Participation rate | 69.4% | 68.3%+1.1pp | 76.0%-6.6pp | 69.5%-0.1pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $907 | $2,594-65.1% | $3,653-75.2% | $2,440-62.8% |
| Participant deferral / active EE | $1,644 | $3,128-47.4% | $4,238-61.2% | $3,608-54.4% |
| Admin fee / account holder | $203 | $4,251-95.2% | $5,795-96.5% | $5,124-96.0% |