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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 | $10,996 | $49,255-77.7% | $70,494-84.4% | $79,856-86.2% |
| Participation rate | 68.8% | 69.2%-0.4pp | 75.1%-6.3pp | 69.6%-0.9pp |
| Annual return | 0.00% | 30.10%-30.1pp | 109.16%-109.2pp | 31.71%-31.7pp |
| Employer contribution / active EE | $464 | $2,100-77.9% | $2,738-83.0% | $2,471-81.2% |
| Participant deferral / active EE | $1,794 | $2,768-35.2% | $3,711-51.7% | $3,741-52.0% |
| Admin fee / account holder | $28 | $2,879-99.0% | $3,848-99.3% | $5,306-99.5% |