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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 | $3,678 | $53,128-93.1% | $86,581-95.8% | $70,124-94.8% |
| Participation rate | 46.9% | 65.3%-18.4pp | 73.5%-26.6pp | 69.5%-22.6pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.06%-965.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $538 | $2,068-74.0% | $2,840-81.1% | $2,342-77.0% |
| Participant deferral / active EE | $1,112 | $2,695-58.7% | $3,609-69.2% | $3,332-66.6% |
| Admin fee / account holder | $52 | $3,584-98.5% | $4,904-98.9% | $4,645-98.9% |