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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 | $3,692 | $64,307-94.3% | $57,349-93.6% | $125,388-97.1% |
| Participation rate | 64.3% | 78.6%-14.4pp | 75.1%-10.8pp | 83.2%-18.9pp |
| Annual return | 0.00% | 25.14%-25.1pp | 24.40%-24.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,746 | $3,193-45.3% | $2,689-35.1% | $4,866-64.1% |
| Participant deferral / active EE | $1,856 | $3,847-51.8% | $3,162-41.3% | $5,352-65.3% |
| Admin fee / account holder | $13 | $5,242-99.8% | $3,356-99.6% | $9,541-99.9% |