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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 | $2,427 | $75,832-96.8% | $147,618-98.4% | $59,633-95.9% |
| Participation rate | 63.3% | 71.6%-8.3pp | 84.6%-21.3pp | 68.7%-5.4pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $815 | $3,485-76.6% | $5,565-85.4% | $2,203-63.0% |
| Participant deferral / active EE | $954 | $3,131-69.5% | $4,895-80.5% | $3,192-70.1% |
| Admin fee / account holder | $103 | $5,986-98.3% | $11,612-99.1% | $4,297-97.6% |