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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 | $5,851 | $46,534-87.4% | $64,097-90.9% | $75,177-92.2% |
| Participation rate | 28.0% | 65.9%-37.9pp | 72.3%-44.3pp | 67.2%-39.2pp |
| Annual return | 0.00% | 26.07%-26.1pp | 33.75%-33.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $535 | $1,976-72.9% | $2,750-80.5% | $2,671-80.0% |
| Participant deferral / active EE | $929 | $2,835-67.2% | $3,881-76.1% | $4,126-77.5% |
| Admin fee / account holder | $234 | $2,957-92.1% | $3,070-92.4% | $5,651-95.9% |