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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 | $7,372 | $127,296-94.2% | $109,907-93.3% | $167,536-95.6% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.2%-5.8pp | 82.1%-13.7pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $366 | $3,325-89.0% | $2,844-87.1% | $4,839-92.4% |
| Participant deferral / active EE | $2,408 | $4,513-46.6% | $4,047-40.5% | $6,342-62.0% |
| Admin fee / account holder | $20 | $7,119-99.7% | $6,069-99.7% | $12,315-99.8% |