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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 | $14,085 | $82,630-83.0% | $64,105-78.0% | $125,389-88.8% |
| Participation rate | 46.7% | 75.9%-29.2pp | 68.2%-21.5pp | 83.2%-36.5pp |
| Annual return | 0.06% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,152 | $2,671-56.9% | $1,820-36.7% | $4,866-76.3% |
| Participant deferral / active EE | $1,934 | $3,608-46.4% | $2,822-31.5% | $5,352-63.9% |
| Admin fee / account holder | $19 | $6,382-99.7% | $4,499-99.6% | $9,541-99.8% |