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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 | $4,856 | $76,834-93.7% | $108,359-95.5% | $87,485-94.4% |
| Participation rate | 51.1% | 61.7%-10.6pp | 70.1%-19.0pp | 68.9%-17.8pp |
| Annual return | 0.00% | 19.09%-19.1pp | 36.89%-36.9pp | 26.06%-26.1pp |
| Employer contribution / active EE | $387 | $1,556-75.1% | $2,399-83.9% | $2,596-85.1% |
| Participant deferral / active EE | $2,067 | $3,100-33.3% | $4,137-50.0% | $4,274-51.6% |
| Admin fee / account holder | $0 | $6,537-100.0% | $9,741-100.0% | $7,775-100.0% |