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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 | $2,785 | $98,766-97.2% | $149,730-98.1% | $79,852-96.5% |
| Participation rate | 27.4% | 75.8%-48.4pp | 82.5%-55.1pp | 69.6%-42.3pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $750 | $3,217-76.7% | $4,645-83.8% | $2,471-69.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $133 | $6,052-97.8% | $9,310-98.6% | $5,306-97.5% |