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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 | $5,568 | $118,488-95.3% | $98,462-94.3% | $139,487-96.0% |
| Participation rate | 54.5% | 77.5%-22.9pp | 75.2%-20.6pp | 80.3%-25.8pp |
| Annual return | 0.00% | 18.96%-19.0pp | 21.17%-21.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $885 | $3,611-75.5% | $3,049-71.0% | $4,755-81.4% |
| Participant deferral / active EE | $1,958 | $5,393-63.7% | $4,738-58.7% | $6,713-70.8% |
| Admin fee / account holder | $7 | $13,868-100.0% | $8,875-99.9% | $11,407-99.9% |