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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 | $9,691 | $87,546-88.9% | $75,784-87.2% | $125,389-92.3% |
| Participation rate | 42.9% | 80.2%-37.3pp | 75.8%-33.0pp | 83.2%-40.3pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,257 | $3,930-68.0% | $3,323-62.2% | $4,866-74.2% |
| Participant deferral / active EE | $8,609 | $4,230+103.5% | $3,652+135.7% | $5,352+60.9% |
| Admin fee / account holder | $124 | $6,503-98.1% | $5,300-97.7% | $9,541-98.7% |