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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 | $8,730 | $49,249-82.3% | $70,476-87.6% | $79,852-89.1% |
| Participation rate | 42.3% | 69.2%-26.9pp | 75.1%-32.8pp | 69.6%-27.3pp |
| Annual return | 0.00% | 30.09%-30.1pp | 109.12%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,111 | $2,100-47.1% | $2,738-59.4% | $2,471-55.1% |
| Participant deferral / active EE | $1,959 | $2,769-29.3% | $3,710-47.2% | $3,740-47.6% |
| Admin fee / account holder | $57 | $2,878-98.0% | $3,847-98.5% | $5,306-98.9% |