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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 | $3,497 | $47,848-92.7% | $81,473-95.7% | $70,126-95.0% |
| Participation rate | 40.0% | 58.3%-18.3pp | 68.0%-28.0pp | 69.5%-29.5pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $613 | $1,527-59.9% | $2,568-76.1% | $2,343-73.8% |
| Participant deferral / active EE | $825 | $2,453-66.4% | $3,537-76.7% | $3,332-75.2% |
| Admin fee / account holder | $174 | $3,145-94.5% | $4,561-96.2% | $4,645-96.3% |