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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 | $6,198 | $91,179-93.2% | $178,499-96.5% | $79,852-92.2% |
| Participation rate | 35.3% | 69.2%-33.9pp | 81.9%-46.6pp | 69.6%-34.3pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $910 | $3,256-72.0% | $5,011-81.8% | $2,471-63.2% |
| Participant deferral / active EE | $1,193 | $3,236-63.1% | $5,202-77.1% | $3,740-68.1% |
| Admin fee / account holder | $48 | $6,749-99.3% | $13,986-99.7% | $5,306-99.1% |