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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 | $6,722 | $82,630-91.9% | $64,105-89.5% | $125,389-94.6% |
| Participation rate | 53.3% | 75.9%-22.5pp | 68.2%-14.8pp | 83.2%-29.9pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $852 | $2,671-68.1% | $1,820-53.2% | $4,866-82.5% |
| Participant deferral / active EE | $2,808 | $3,608-22.2% | $2,822-0.5% | $5,352-47.5% |
| Admin fee / account holder | $41 | $6,382-99.4% | $4,499-99.1% | $9,541-99.6% |