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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 | $4,492 | $65,041-93.1% | $90,965-95.1% | $79,858-94.4% |
| Participation rate | 55.8% | 61.6%-5.8pp | 69.0%-13.2pp | 69.6%-13.8pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.57%-134.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $603 | $1,247-51.6% | $2,122-71.6% | $2,471-75.6% |
| Participant deferral / active EE | $1,703 | $2,512-32.2% | $3,373-49.5% | $3,740-54.5% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,960-100.0% | $5,306-100.0% |