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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 | $9,234 | $90,607-89.8% | $79,467-88.4% | $135,380-93.2% |
| Participation rate | 15.0% | 76.0%-61.0pp | 73.3%-58.3pp | 82.6%-67.6pp |
| Annual return | 0.00% | 977.74%-977.7pp | 718.30%-718.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $880 | $3,068-71.3% | $2,800-68.6% | $4,779-81.6% |
| Participant deferral / active EE | $2,153 | $4,050-46.9% | $3,704-41.9% | $5,609-61.6% |
| Admin fee / account holder | $43 | $5,895-99.3% | $5,104-99.2% | $10,828-99.6% |