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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 | $5,046 | $48,364-89.6% | $71,796-93.0% | $62,881-92.0% |
| Participation rate | 0.0% | 60.6%-60.6pp | 69.1%-69.1pp | 69.3%-69.3pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $538 | $1,042-48.4% | $1,924-72.0% | $2,281-76.4% |
| Participant deferral / active EE | $4,471 | $2,091+113.8% | $2,794+60.0% | $3,203+39.6% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |