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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 | $3,328 | $64,311-94.8% | $57,356-94.2% | $125,389-97.3% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 83.2%-83.2pp |
| Annual return | -2.88% | 25.14%-28.0pp | 24.41%-27.3pp | 282.24%-285.1pp |
| Employer contribution / active EE | $539 | $3,193-83.1% | $2,689-79.9% | $4,866-88.9% |
| Participant deferral / active EE | $2,032 | $3,846-47.2% | $3,162-35.7% | $5,352-62.0% |
| Admin fee / account holder | $80 | $5,243-98.5% | $3,357-97.6% | $9,541-99.2% |