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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 | $5,087 | $73,955-93.1% | $96,520-94.7% | $75,181-93.2% |
| Participation rate | 54.5% | 66.4%-11.9pp | 74.3%-19.8pp | 67.2%-12.7pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.72%-35.7pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,091 | $2,930-62.8% | $3,739-70.8% | $2,671-59.1% |
| Participant deferral / active EE | $1,632 | $3,659-55.4% | $4,879-66.5% | $4,126-60.4% |
| Admin fee / account holder | $19 | $5,217-99.6% | $6,733-99.7% | $5,650-99.7% |