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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 | $4,443 | $85,169-94.8% | $172,755-97.4% | $72,983-93.9% |
| Participation rate | 64.5% | 70.1%-5.5pp | 82.6%-18.1pp | 69.5%-5.0pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.94%-802.9pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,678 | $3,260-17.9% | $5,198-48.5% | $3,608-25.8% |
| Admin fee / account holder | $52 | $5,880-99.1% | $13,955-99.6% | $5,124-99.0% |