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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 | $6,827 | $47,944-85.8% | $67,834-89.9% | $62,881-89.1% |
| Participation rate | 32.1% | 61.1%-28.9pp | 68.8%-36.7pp | 69.3%-37.2pp |
| Annual return | 0.00% | 11.77%-11.8pp | 138.47%-138.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $533 | $1,562-65.9% | $2,403-77.8% | $2,281-76.6% |
| Participant deferral / active EE | $1,066 | $2,247-52.6% | $3,160-66.3% | $3,203-66.7% |
| Admin fee / account holder | $42 | $3,712-98.9% | $4,622-99.1% | $4,296-99.0% |