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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 | $4,145 | $75,962-94.5% | $154,108-97.3% | $64,173-93.5% |
| Participation rate | 60.6% | 70.4%-9.8pp | 83.0%-22.4pp | 69.6%-9.0pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $929 | $3,350-72.3% | $5,298-82.5% | $2,381-61.0% |
| Participant deferral / active EE | $1,962 | $3,175-38.2% | $5,081-61.4% | $3,470-43.4% |
| Admin fee / account holder | $110 | $5,589-98.0% | $13,411-99.2% | $4,887-97.8% |