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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 | $5,846 | $85,790-93.2% | $67,313-91.3% | $135,382-95.7% |
| Participation rate | 64.7% | 76.5%-11.8pp | 69.1%-4.4pp | 82.6%-17.9pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.77%-519.8pp |
| Employer contribution / active EE | $480 | $3,487-86.2% | $2,566-81.3% | $4,779-90.0% |
| Participant deferral / active EE | $3,389 | $4,651-27.1% | $3,568-5.0% | $5,609-39.6% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,829-100.0% |