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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 | $6,740 | $55,437-87.8% | $155,534-95.7% | $74,459-90.9% |
| Participation rate | 41.7% | 61.9%-20.2pp | 78.2%-36.5pp | 67.2%-25.5pp |
| Annual return | 0.00% | 269.58%-269.6pp | 64.92%-64.9pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $519 | $2,266-77.1% | $4,675-88.9% | $2,626-80.2% |
| Participant deferral / active EE | $2,219 | $2,837-21.8% | $5,630-60.6% | $4,350-49.0% |
| Admin fee / account holder | $110 | $1,742-93.7% | $15,900-99.3% | $1,945-94.4% |