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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 | $8,083 | $87,016-90.7% | $63,244-87.2% | $125,388-93.6% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.0%-4.4pp | 83.2%-16.5pp |
| Annual return | 0.00% | 21.71%-21.7pp | -70.31%+70.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $782 | $3,601-78.3% | $2,322-66.3% | $4,866-83.9% |
| Participant deferral / active EE | $4,664 | $3,939+18.4% | $2,953+57.9% | $5,352-12.8% |
| Admin fee / account holder | $24 | $11,954-99.8% | $5,893-99.6% | $9,541-99.7% |