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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 | $2,932 | $101,069-97.1% | $81,478-96.4% | $147,585-98.0% |
| Participation rate | 68.4% | 74.5%-6.0pp | 68.0%+0.5pp | 82.8%-14.4pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.57%-578.6pp |
| Employer contribution / active EE | $575 | $3,205-82.1% | $2,568-77.6% | $4,876-88.2% |
| Participant deferral / active EE | $1,437 | $4,242-66.1% | $3,537-59.4% | $5,439-73.6% |
| Admin fee / account holder | $142 | $5,812-97.6% | $4,561-96.9% | $10,885-98.7% |