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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 | $3,943 | $69,252-94.3% | $64,099-93.8% | $139,456-97.2% |
| Participation rate | 56.5% | 75.6%-19.1pp | 72.3%-15.8pp | 80.3%-23.8pp |
| Annual return | 0.00% | 45.89%-45.9pp | 33.70%-33.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $785 | $3,184-75.4% | $2,748-71.4% | $4,753-83.5% |
| Participant deferral / active EE | $1,242 | $4,683-73.5% | $3,881-68.0% | $6,711-81.5% |
| Admin fee / account holder | $20 | $4,248-99.5% | $3,070-99.4% | $11,407-99.8% |