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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 | $3,234 | $153,311-97.9% | $109,313-97.0% | $273,972-98.8% |
| Participation rate | 41.2% | 80.1%-38.9pp | 71.3%-30.1pp | 83.0%-41.8pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $149 | $5,619-97.3% | $3,892-96.2% | $4,869-96.9% |
| Participant deferral / active EE | $1,676 | $3,932-57.4% | $3,166-47.1% | $5,287-68.3% |
| Admin fee / account holder | $37 | $8,076-99.5% | $5,666-99.3% | $10,133-99.6% |