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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 | $4,288 | $107,030-96.0% | $73,550-94.2% | $147,586-97.1% |
| Participation rate | 54.2% | 66.4%-12.2pp | 54.9%-0.8pp | 82.8%-28.7pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,060 | $1,760+17.0% | $1,219+69.0% | $4,876-57.7% |
| Participant deferral / active EE | $481 | $2,458-80.5% | $1,804-73.4% | $5,439-91.2% |
| Admin fee / account holder | $91 | $3,055-97.0% | $2,320-96.1% | $10,886-99.2% |