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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 | $5,896 | $52,306-88.7% | $69,779-91.6% | $62,881-90.6% |
| Participation rate | 66.3% | 67.2%-0.9pp | 71.8%-5.5pp | 69.3%-3.0pp |
| Annual return | 0.00% | 13.35%-13.4pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,018 | $1,799-43.4% | $2,338-56.4% | $2,281-55.3% |
| Participant deferral / active EE | $2,010 | $2,395-16.1% | $2,931-31.4% | $3,203-37.3% |
| Admin fee / account holder | $12 | $3,691-99.7% | $4,381-99.7% | $4,296-99.7% |