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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 | $7,521 | $75,832-90.1% | $147,617-94.9% | $59,633-87.4% |
| Participation rate | 38.1% | 71.6%-33.5pp | 84.6%-46.5pp | 68.7%-30.6pp |
| Annual return | -1.47% | 0.37%-1.8pp | 61.98%-63.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,344 | $3,485-61.4% | $5,564-75.8% | $2,203-39.0% |
| Participant deferral / active EE | $873 | $3,131-72.1% | $4,895-82.2% | $3,192-72.7% |
| Admin fee / account holder | $117 | $5,986-98.0% | $11,612-99.0% | $4,297-97.3% |