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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 | $4,324 | $91,198-95.3% | $178,503-97.6% | $79,856-94.6% |
| Participation rate | 34.8% | 69.2%-34.4pp | 81.9%-47.1pp | 69.6%-34.8pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $655 | $3,257-79.9% | $5,011-86.9% | $2,471-73.5% |
| Participant deferral / active EE | $963 | $3,237-70.3% | $5,202-81.5% | $3,741-74.3% |
| Admin fee / account holder | $258 | $6,748-96.2% | $13,987-98.2% | $5,306-95.1% |