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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 | $7,714 | $118,875-93.5% | $96,572-92.0% | $167,553-95.4% |
| Participation rate | 36.4% | 75.5%-39.1pp | 69.8%-33.5pp | 82.1%-45.8pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $859 | $3,121-72.5% | $2,357-63.6% | $4,840-82.3% |
| Participant deferral / active EE | $1,907 | $4,617-58.7% | $3,850-50.5% | $6,343-69.9% |
| Admin fee / account holder | $52 | $8,070-99.4% | $6,183-99.2% | $12,316-99.6% |