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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 | $4,877 | $82,324-94.1% | $68,803-92.9% | $134,545-96.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | 0.00% | -2.17%+2.2pp | -6.37%+6.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,251 | $3,302-62.1% | $2,656-52.9% | $4,742-73.6% |
| Participant deferral / active EE | $1,251 | $4,740-73.6% | $3,942-68.3% | $6,401-80.5% |
| Admin fee / account holder | $50 | $6,485-99.2% | $4,936-99.0% | $11,431-99.6% |