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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 | $7,151 | $66,431-89.2% | $109,916-93.5% | $85,851-91.7% |
| Participation rate | 36.4% | 63.9%-27.5pp | 74.2%-37.9pp | 69.3%-33.0pp |
| Annual return | 0.00% | 19.59%-19.6pp | 29.46%-29.5pp | 318.63%-318.6pp |
| Employer contribution / active EE | $1,011 | $1,688-40.1% | $2,844-64.5% | $2,565-60.6% |
| Participant deferral / active EE | $1,590 | $2,844-44.1% | $4,047-60.7% | $3,952-59.8% |
| Admin fee / account holder | $0 | $4,559-100.0% | $6,069-100.0% | $6,261-100.0% |