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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 | $5,081 | $158,827-96.8% | $121,208-95.8% | $135,382-96.2% |
| Participation rate | 62.5% | 79.3%-16.8pp | 71.8%-9.3pp | 82.6%-20.1pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.93%-16.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $421 | $5,666-92.6% | $4,023-89.5% | $4,779-91.2% |
| Participant deferral / active EE | $3,054 | $4,006-23.8% | $3,345-8.7% | $5,609-45.5% |
| Admin fee / account holder | $17 | $6,514-99.7% | $5,020-99.7% | $10,829-99.8% |