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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 | $9,765 | $50,464-80.6% | $75,784-87.1% | $52,331-81.3% |
| Participation rate | 51.8% | 66.8%-15.0pp | 75.8%-24.1pp | 68.1%-16.4pp |
| Annual return | 0.00% | 1.03%-1.0pp | 9.68%-9.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,845 | $1,988-7.2% | $3,323-44.5% | $1,882-1.9% |
| Participant deferral / active EE | $3,188 | $2,570+24.0% | $3,652-12.7% | $3,022+5.5% |
| Admin fee / account holder | $266 | $1,103-75.9% | $5,300-95.0% | $592-55.1% |