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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 | $5,616 | $106,923-94.7% | $84,023-93.3% | $152,909-96.3% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $403 | $2,735-85.3% | $1,984-79.7% | $4,764-91.5% |
| Participant deferral / active EE | $2,227 | $4,013-44.5% | $3,239-31.3% | $5,851-61.9% |
| Admin fee / account holder | $15 | $8,289-99.8% | $6,102-99.8% | $11,601-99.9% |