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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 | $6,006 | $118,708-94.9% | $98,920-93.9% | $158,982-96.2% |
| Participation rate | 46.7% | 77.8%-31.2pp | 76.0%-29.4pp | 82.0%-35.3pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $671 | $3,334-79.9% | $2,689-75.1% | $4,763-85.9% |
| Participant deferral / active EE | $1,887 | $5,089-62.9% | $4,245-55.6% | $5,983-68.5% |
| Admin fee / account holder | $6 | $10,134-99.9% | $6,643-99.9% | $11,252-99.9% |