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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 | $1,518 | $107,030-98.6% | $73,550-97.9% | $147,586-99.0% |
| Participation rate | 65.0% | 66.4%-1.4pp | 54.9%+10.1pp | 82.8%-17.8pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $331 | $1,760-81.2% | $1,219-72.9% | $4,876-93.2% |
| Participant deferral / active EE | $797 | $2,458-67.6% | $1,804-55.8% | $5,439-85.4% |
| Admin fee / account holder | $93 | $3,055-96.9% | $2,320-96.0% | $10,886-99.1% |