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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 | $2,891 | $103,949-97.2% | $69,182-95.8% | $273,972-98.9% |
| Participation rate | 18.8% | 67.4%-48.6pp | 55.1%-36.4pp | 83.0%-64.3pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $88 | $1,783-95.1% | $1,206-92.7% | $4,869-98.2% |
| Participant deferral / active EE | $454 | $2,716-83.3% | $1,897-76.1% | $5,287-91.4% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |