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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 | $10,206 | $129,737-92.1% | $119,126-91.4% | $154,746-93.4% |
| Participation rate | 47.4% | 78.9%-31.5pp | 75.8%-28.4pp | 80.7%-33.3pp |
| Annual return | 0.00% | 379.08%-379.1pp | 282.11%-282.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,379 | $4,375-68.5% | $4,034-65.8% | $4,379-68.5% |
| Participant deferral / active EE | $3,077 | $5,842-47.3% | $5,318-42.1% | $6,730-54.3% |
| Admin fee / account holder | $35 | $11,961-99.7% | $10,693-99.7% | $14,365-99.8% |