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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 | $6,743 | $90,607-92.6% | $79,467-91.5% | $135,380-95.0% |
| Participation rate | 45.5% | 76.0%-30.6pp | 73.3%-27.9pp | 82.6%-37.2pp |
| Annual return | 0.00% | 977.74%-977.7pp | 718.30%-718.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $381 | $3,068-87.6% | $2,800-86.4% | $4,779-92.0% |
| Participant deferral / active EE | $2,466 | $4,050-39.1% | $3,704-33.4% | $5,609-56.0% |
| Admin fee / account holder | $3 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |