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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 | $4,666 | $53,128-91.2% | $86,582-94.6% | $70,126-93.3% |
| Participation rate | 46.5% | 65.3%-18.8pp | 73.5%-27.0pp | 69.5%-23.0pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.08%-965.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $581 | $2,068-71.9% | $2,839-79.5% | $2,343-75.2% |
| Participant deferral / active EE | $1,691 | $2,695-37.3% | $3,609-53.1% | $3,332-49.2% |
| Admin fee / account holder | $12 | $3,584-99.7% | $4,904-99.8% | $4,645-99.7% |