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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 | $7,923 | $104,251-92.4% | $91,004-91.3% | $147,586-94.6% |
| Participation rate | 55.6% | 78.2%-22.7pp | 75.6%-20.0pp | 82.8%-27.3pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,280 | $3,116-58.9% | $2,456-47.9% | $4,876-73.7% |
| Participant deferral / active EE | $2,368 | $4,195-43.5% | $3,548-33.2% | $5,439-56.5% |
| Admin fee / account holder | $11 | $8,948-99.9% | $5,417-99.8% | $10,886-99.9% |