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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 | $5,616 | $65,395-91.4% | $182,558-96.9% | $72,976-92.3% |
| Participation rate | 47.4% | 65.4%-18.1pp | 78.0%-30.6pp | 69.5%-22.1pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.59%-148.6pp | 81.02%-81.0pp |
| Employer contribution / active EE | $905 | $1,911-52.7% | $4,076-77.8% | $2,440-62.9% |
| Participant deferral / active EE | $1,308 | $3,563-63.3% | $5,526-76.3% | $3,608-63.7% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,594-100.0% | $5,124-100.0% |