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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 | $3,749 | $90,509-95.9% | $78,693-95.2% | $273,968-98.6% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 0.00% | 75.61%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $179 | $3,175-94.4% | $2,850-93.7% | $4,869-96.3% |
| Participant deferral / active EE | $2,870 | $3,901-26.4% | $3,517-18.4% | $5,287-45.7% |
| Admin fee / account holder | $9 | $5,264-99.8% | $4,511-99.8% | $10,132-99.9% |