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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 | $6,973 | $133,981-94.8% | $112,249-93.8% | $134,532-94.8% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $816 | $4,040-79.8% | $3,636-77.6% | $4,741-82.8% |
| Participant deferral / active EE | $2,450 | $5,292-53.7% | $4,729-48.2% | $6,401-61.7% |
| Admin fee / account holder | $41 | $7,492-99.5% | $6,412-99.4% | $11,429-99.6% |