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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 | $6,661 | $91,167-92.7% | $178,498-96.3% | $79,858-91.7% |
| Participation rate | 59.4% | 69.2%-9.8pp | 81.9%-22.6pp | 69.6%-10.3pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.09%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,646 | $3,255-49.4% | $5,011-67.1% | $2,471-33.4% |
| Participant deferral / active EE | $1,646 | $3,236-49.1% | $5,202-68.3% | $3,740-56.0% |
| Admin fee / account holder | $167 | $6,747-97.5% | $13,985-98.8% | $5,306-96.9% |