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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 | $4,784 | $109,411-95.6% | $89,435-94.7% | $158,982-97.0% |
| Participation rate | 42.1% | 74.3%-32.2pp | 68.0%-25.9pp | 82.0%-39.9pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.55%-245.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $936 | $3,173-70.5% | $2,587-63.8% | $4,763-80.3% |
| Participant deferral / active EE | $1,411 | $4,600-69.3% | $3,890-63.7% | $5,983-76.4% |
| Admin fee / account holder | $23 | $6,159-99.6% | $4,884-99.5% | $11,252-99.8% |