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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 | $4,856 | $74,535-93.5% | $100,712-95.2% | $82,637-94.1% |
| Participation rate | 51.1% | 61.2%-10.1pp | 69.3%-18.2pp | 68.1%-16.9pp |
| Annual return | 0.00% | 18.92%-18.9pp | 33.27%-33.3pp | 53.51%-53.5pp |
| Employer contribution / active EE | $387 | $1,503-74.2% | $2,313-83.3% | $2,552-84.8% |
| Participant deferral / active EE | $2,067 | $3,074-32.8% | $4,085-49.4% | $4,126-49.9% |
| Admin fee / account holder | $0 | $6,576-100.0% | $9,256-100.0% | $7,339-100.0% |