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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 | $5,063 | $99,994-94.9% | $146,647-96.5% | $85,851-94.1% |
| Participation rate | 62.0% | 73.1%-11.1pp | 80.1%-18.1pp | 69.3%-7.3pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.75%-22.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $977 | $2,559-61.8% | $4,137-76.4% | $2,565-61.9% |
| Participant deferral / active EE | $1,847 | $4,006-53.9% | $5,506-66.5% | $3,952-53.3% |
| Admin fee / account holder | $3 | $7,703-100.0% | $10,281-100.0% | $6,261-99.9% |