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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 | $9,014 | $48,284-81.3% | $67,524-86.7% | $80,911-88.9% |
| Participation rate | 36.7% | 66.4%-29.7pp | 72.9%-36.2pp | 67.6%-31.0pp |
| Annual return | 0.00% | 18.27%-18.3pp | 3519.41%-3519.4pp | 35.63%-35.6pp |
| Employer contribution / active EE | $977 | $2,021-51.6% | $2,734-64.2% | $2,756-64.5% |
| Participant deferral / active EE | $2,232 | $2,927-23.7% | $4,001-44.2% | $4,297-48.1% |
| Admin fee / account holder | $58 | $3,688-98.4% | $4,001-98.6% | $6,935-99.2% |