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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 | $10,116 | $89,367-88.7% | $141,191-92.8% | $72,975-86.1% |
| Participation rate | 53.3% | 75.1%-21.8pp | 82.5%-29.1pp | 69.5%-16.2pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,662 | $3,115-46.6% | $4,736-64.9% | $2,440-31.9% |
| Participant deferral / active EE | $3,537 | $5,419-34.7% | $6,710-47.3% | $3,608-2.0% |
| Admin fee / account holder | $35 | $5,957-99.4% | $10,264-99.7% | $5,124-99.3% |