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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 | $9,678 | $93,346-89.6% | $71,796-86.5% | $273,972-96.5% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.1%-14.6pp | 83.0%-28.5pp |
| Annual return | 2.04% | 130.39%-128.3pp | 78.04%-76.0pp | 41.46%-39.4pp |
| Employer contribution / active EE | $2,403 | $2,733-12.1% | $1,924+24.9% | $4,869-50.6% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $202 | $6,571-96.9% | $4,815-95.8% | $10,133-98.0% |