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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 | $4,847 | $67,602-92.8% | $82,312-94.1% | $70,126-93.1% |
| Participation rate | 63.5% | 72.8%-9.2pp | 76.9%-13.4pp | 69.5%-6.0pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $986 | $1,755-43.8% | $2,428-59.4% | $2,343-57.9% |
| Participant deferral / active EE | $2,427 | $2,987-18.8% | $3,706-34.5% | $3,332-27.2% |
| Admin fee / account holder | $7 | $4,512-99.8% | $5,608-99.9% | $4,645-99.8% |