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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 | $4,193 | $77,920-94.6% | $149,723-97.2% | $75,177-94.4% |
| Participation rate | 12.3% | 65.6%-53.3pp | 78.8%-66.5pp | 67.2%-54.9pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.50%-134.5pp | 160.75%-160.8pp |
| Employer contribution / active EE | $500 | $3,138-84.1% | $4,821-89.6% | $2,671-81.3% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |