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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 | $1,764 | $32,117-94.5% | $71,086-97.5% | $64,173-97.3% |
| Participation rate | 67.7% | 42.7%+25.0pp | 54.7%+13.1pp | 69.6%-1.8pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $544 | $712-23.7% | $1,088-50.0% | $2,381-77.2% |
| Participant deferral / active EE | $1,109 | $1,263-12.2% | $1,874-40.8% | $3,470-68.0% |
| Admin fee / account holder | $150 | $2,759-94.6% | $3,082-95.1% | $4,887-96.9% |