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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 | $5,331 | $43,730-87.8% | $121,208-95.6% | $64,181-91.7% |
| Participation rate | 32.0% | 58.3%-26.3pp | 71.8%-39.8pp | 69.6%-37.6pp |
| Annual return | 0.00% | 68.94%-68.9pp | 16.93%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $417 | $1,297-67.9% | $4,023-89.6% | $2,381-82.5% |
| Participant deferral / active EE | $1,365 | $2,281-40.1% | $3,345-59.2% | $3,470-60.7% |
| Admin fee / account holder | $0 | $3,502-100.0% | $5,020-100.0% | $4,887-100.0% |