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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 | $3,505 | $81,276-95.7% | $155,574-97.7% | $80,925-95.7% |
| Participation rate | 64.0% | 66.2%-2.3pp | 78.2%-14.3pp | 67.7%-3.7pp |
| Annual return | 0.00% | 33.36%-33.4pp | 64.87%-64.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,582 | $3,453-54.2% | $5,629-71.9% | $4,299-63.2% |
| Admin fee / account holder | $43 | $7,993-99.5% | $15,914-99.7% | $6,940-99.4% |