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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 | $5,687 | $106,280-94.6% | $96,538-94.1% | $139,487-95.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 0.00% | 38.48%-38.5pp | 35.74%-35.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $922 | $4,107-77.6% | $3,740-75.4% | $4,755-80.6% |
| Participant deferral / active EE | $1,842 | $5,457-66.2% | $4,880-62.3% | $6,713-72.6% |
| Admin fee / account holder | $173 | $7,888-97.8% | $6,737-97.4% | $11,407-98.5% |