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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 | $3,543 | $85,790-95.9% | $67,313-94.7% | $135,382-97.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.77%-519.8pp |
| Employer contribution / active EE | $757 | $3,487-78.3% | $2,566-70.5% | $4,779-84.2% |
| Participant deferral / active EE | $1,120 | $4,651-75.9% | $3,568-68.6% | $5,609-80.0% |
| Admin fee / account holder | $18 | $6,392-99.7% | $4,507-99.6% | $10,829-99.8% |