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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 | $7,613 | $112,892-93.3% | $90,956-91.6% | $158,931-95.2% |
| Participation rate | 36.4% | 74.7%-38.4pp | 69.0%-32.6pp | 82.0%-45.6pp |
| Annual return | 0.00% | 215.80%-215.8pp | 134.60%-134.6pp | 302.86%-302.9pp |
| Employer contribution / active EE | $896 | $2,893-69.0% | $2,122-57.8% | $4,761-81.2% |
| Participant deferral / active EE | $2,184 | $4,127-47.1% | $3,373-35.2% | $5,982-63.5% |
| Admin fee / account holder | $99 | $8,042-98.8% | $5,959-98.3% | $11,247-99.1% |