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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 | $5,663 | $63,346-91.1% | $92,240-93.9% | $70,126-91.9% |
| Participation rate | 63.9% | 68.7%-4.8pp | 76.5%-12.6pp | 69.5%-5.7pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $787 | $2,471-68.2% | $3,680-78.6% | $2,343-66.4% |
| Participant deferral / active EE | $1,142 | $2,854-60.0% | $3,897-70.7% | $3,332-65.7% |
| Admin fee / account holder | $87 | $3,841-97.7% | $5,194-98.3% | $4,645-98.1% |