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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 | $3,780 | $215,361-98.2% | $171,082-97.8% | $273,972-98.6% |
| Participation rate | 64.3% | 82.0%-17.7pp | 76.7%-12.4pp | 83.0%-18.7pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $507 | $4,967-89.8% | $4,002-87.3% | $4,869-89.6% |
| Participant deferral / active EE | $1,921 | $5,543-65.3% | $4,797-60.0% | $5,287-63.7% |
| Admin fee / account holder | $1 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |