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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 | $5,076 | $93,346-94.6% | $71,796-92.9% | $273,972-98.1% |
| Participation rate | 61.5% | 76.5%-15.0pp | 69.1%-7.6pp | 83.0%-21.5pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,214 | $2,733-55.6% | $1,924-36.9% | $4,869-75.1% |
| Participant deferral / active EE | $2,108 | $3,475-39.3% | $2,794-24.6% | $5,287-60.1% |
| Admin fee / account holder | $31 | $6,571-99.5% | $4,815-99.3% | $10,133-99.7% |