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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 | $4,562 | $77,638-94.1% | $156,551-97.1% | $62,881-92.7% |
| Participation rate | 53.3% | 71.2%-17.9pp | 84.0%-30.7pp | 69.3%-16.0pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $925 | $3,444-73.1% | $5,501-83.2% | $2,281-59.4% |
| Participant deferral / active EE | $1,762 | $3,046-42.1% | $4,871-63.8% | $3,203-45.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |