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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 | $3,405 | $105,929-96.8% | $81,926-95.8% | $158,950-97.9% |
| Participation rate | 53.8% | 75.6%-21.8pp | 72.0%-18.1pp | 82.0%-28.1pp |
| Annual return | 0.00% | 38.19%-38.2pp | 29.49%-29.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $492 | $7,802-93.7% | $4,310-88.6% | $4,762-89.7% |
| Participant deferral / active EE | $1,119 | $13,007-91.4% | $7,108-84.3% | $5,983-81.3% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,248-100.0% |