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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 | $3,556 | $75,541-95.3% | $152,093-97.7% | $82,637-95.7% |
| Participation rate | 45.0% | 66.5%-21.5pp | 77.8%-32.8pp | 68.1%-23.1pp |
| Annual return | 0.00% | 32.56%-32.6pp | 66.36%-66.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $847 | $2,622-67.7% | $4,175-79.7% | $2,552-66.8% |
| Participant deferral / active EE | $1,170 | $3,206-63.5% | $5,451-78.5% | $4,126-71.6% |
| Admin fee / account holder | $42 | $6,405-99.3% | $14,497-99.7% | $7,339-99.4% |