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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 | $4,148 | $101,342-95.9% | - | $158,966-97.4% |
| Participation rate | 50.0% | 71.5%-21.5pp | - | 82.0%-32.0pp |
| Annual return | 0.00% | 35.92%-35.9pp | - | 302.95%-302.9pp |
| Employer contribution / active EE | $818 | $3,741-78.1% | - | $4,762-82.8% |
| Participant deferral / active EE | $1,012 | $4,815-79.0% | - | $5,983-83.1% |
| Admin fee / account holder | $15 | $2,869-99.5% | - | $11,250-99.9% |