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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 | $3,829 | $50,082-92.4% | $93,406-95.9% | $79,858-95.2% |
| Participation rate | 30.0% | 60.9%-30.9pp | 66.8%-36.8pp | 69.6%-39.6pp |
| Annual return | 0.00% | 24.59%-24.6pp | 78.05%-78.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $280 | $1,303-78.5% | $2,075-86.5% | $2,471-88.7% |
| Participant deferral / active EE | $899 | $2,212-59.4% | $3,126-71.2% | $3,740-76.0% |
| Admin fee / account holder | $5 | $3,454-99.9% | $5,230-99.9% | $5,306-99.9% |