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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 | $5,937 | $95,415-93.8% | $185,851-96.8% | $85,851-93.1% |
| Participation rate | 53.8% | 68.8%-14.9pp | 81.7%-27.9pp | 69.3%-15.5pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $890 | $3,314-73.1% | $5,168-82.8% | $2,565-65.3% |
| Participant deferral / active EE | $2,268 | $3,424-33.8% | $5,569-59.3% | $3,952-42.6% |
| Admin fee / account holder | $0 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |