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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 | $8,159 | $56,197-85.5% | $67,652-87.9% | $59,633-86.3% |
| Participation rate | 48.4% | 71.5%-23.1pp | 75.7%-27.3pp | 68.7%-20.3pp |
| Annual return | 0.00% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $786 | $1,615-51.3% | $2,266-65.3% | $2,203-64.3% |
| Participant deferral / active EE | $3,219 | $2,844+13.2% | $3,560-9.6% | $3,192+0.9% |
| Admin fee / account holder | $42 | $3,958-98.9% | $4,821-99.1% | $4,297-99.0% |