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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 | $4,301 | $71,872-94.0% | $86,691-95.0% | $68,495-93.7% |
| Participation rate | 67.2% | 72.2%-5.0pp | 76.6%-9.3pp | 67.9%-0.7pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.94%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,010 | $2,173-53.5% | $2,837-64.4% | $2,596-61.1% |
| Participant deferral / active EE | $1,974 | $3,779-47.8% | $4,656-57.6% | $4,028-51.0% |
| Admin fee / account holder | $5 | $6,112-99.9% | $7,492-99.9% | $5,403-99.9% |