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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 | $4,576 | $32,037-85.7% | $69,182-93.4% | $62,881-92.7% |
| Participation rate | 18.8% | 43.4%-24.7pp | 55.1%-36.4pp | 69.3%-50.6pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $244 | $679-64.1% | $1,206-79.8% | $2,281-89.3% |
| Participant deferral / active EE | $610 | $1,185-48.6% | $1,897-67.9% | $3,203-81.0% |
| Admin fee / account holder | $91 | $2,608-96.5% | $2,697-96.6% | $4,296-97.9% |