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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 | $13,893 | $63,365-78.1% | $91,994-84.9% | $72,975-81.0% |
| Participation rate | 61.5% | 72.5%-11.0pp | 78.6%-17.1pp | 69.5%-8.0pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.04%-69.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,242 | $4,883+68.8% | $5,924+39.1% | $3,608+128.4% |
| Admin fee / account holder | $182 | $4,670-96.1% | $7,744-97.6% | $5,124-96.4% |