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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 | $7,331 | $73,978-90.1% | $96,515-92.4% | $75,173-90.2% |
| Participation rate | 48.7% | 66.4%-17.7pp | 74.3%-25.6pp | 67.2%-18.5pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,494 | $2,931-49.0% | $3,740-60.1% | $2,671-44.1% |
| Participant deferral / active EE | $2,051 | $3,660-44.0% | $4,880-58.0% | $4,126-50.3% |
| Admin fee / account holder | $226 | $5,219-95.7% | $6,735-96.6% | $5,651-96.0% |