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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 | $6,113 | $118,708-94.9% | $98,920-93.8% | $158,966-96.2% |
| Participation rate | 38.9% | 77.8%-38.9pp | 76.0%-37.1pp | 82.0%-43.1pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $733 | $3,334-78.0% | $2,689-72.7% | $4,762-84.6% |
| Participant deferral / active EE | $1,370 | $5,089-73.1% | $4,245-67.7% | $5,983-77.1% |
| Admin fee / account holder | $17 | $10,134-99.8% | $6,643-99.7% | $11,250-99.8% |