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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 | $5,770 | $48,284-88.0% | $67,524-91.5% | $80,911-92.9% |
| Participation rate | 33.7% | 66.4%-32.7pp | 72.9%-39.2pp | 67.6%-33.9pp |
| Annual return | 0.00% | 18.27%-18.3pp | 3519.41%-3519.4pp | 35.63%-35.6pp |
| Employer contribution / active EE | $422 | $2,021-79.1% | $2,734-84.6% | $2,756-84.7% |
| Participant deferral / active EE | $1,261 | $2,927-56.9% | $4,001-68.5% | $4,297-70.7% |
| Admin fee / account holder | $41 | $3,688-98.9% | $4,001-99.0% | $6,935-99.4% |