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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 | $5,153 | $54,757-90.6% | $90,300-94.3% | $72,983-92.9% |
| Participation rate | 61.5% | 65.1%-3.6pp | 73.3%-11.7pp | 69.5%-7.9pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.11%-78.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $772 | $2,092-63.1% | $2,854-73.0% | $2,440-68.4% |
| Participant deferral / active EE | $2,402 | $2,887-16.8% | $3,884-38.2% | $3,608-33.4% |
| Admin fee / account holder | $77 | $3,972-98.1% | $5,353-98.6% | $5,124-98.5% |