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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 | $4,874 | $75,962-93.6% | $154,108-96.8% | $64,173-92.4% |
| Participation rate | 61.8% | 70.4%-8.6pp | 83.0%-21.2pp | 69.6%-7.8pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $861 | $3,350-74.3% | $5,298-83.7% | $2,381-63.8% |
| Participant deferral / active EE | $2,076 | $3,175-34.6% | $5,081-59.1% | $3,470-40.2% |
| Admin fee / account holder | $285 | $5,589-94.9% | $13,411-97.9% | $4,887-94.2% |