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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 | $2,449 | $90,486-97.3% | $78,676-96.9% | $273,972-99.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $412 | $3,175-87.0% | $2,850-85.6% | $4,869-91.5% |
| Participant deferral / active EE | $845 | $3,901-78.3% | $3,517-76.0% | $5,287-84.0% |
| Admin fee / account holder | $61 | $5,263-98.8% | $4,510-98.6% | $10,133-99.4% |