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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 | $5,668 | $95,406-94.1% | $185,849-97.0% | $85,847-93.4% |
| Participation rate | 60.0% | 68.8%-8.8pp | 81.7%-21.7pp | 69.3%-9.3pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | $419 | $3,314-87.4% | $5,169-91.9% | $2,565-83.7% |
| Participant deferral / active EE | $2,824 | $3,424-17.5% | $5,569-49.3% | $3,952-28.5% |
| Admin fee / account holder | $34 | $7,214-99.5% | $16,244-99.8% | $6,261-99.5% |