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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 | $4,971 | $85,171-94.2% | $172,753-97.1% | $72,976-93.2% |
| Participation rate | 35.5% | 70.1%-34.6pp | 82.6%-47.2pp | 69.5%-34.0pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $775 | $3,324-76.7% | $5,144-84.9% | $2,440-68.2% |
| Participant deferral / active EE | $936 | $3,260-71.3% | $5,198-82.0% | $3,608-74.1% |
| Admin fee / account holder | $18 | $5,880-99.7% | $13,956-99.9% | $5,124-99.6% |