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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 | $9,322 | $106,923-91.3% | $84,023-88.9% | $152,909-93.9% |
| Participation rate | 46.7% | 75.3%-28.6pp | 69.0%-22.4pp | 82.5%-35.8pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $723 | $2,735-73.6% | $1,984-63.5% | $4,764-84.8% |
| Participant deferral / active EE | $3,417 | $4,013-14.9% | $3,239+5.5% | $5,851-41.6% |
| Admin fee / account holder | $21 | $8,289-99.7% | $6,102-99.7% | $11,601-99.8% |