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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 | $8,906 | $95,415-90.7% | $185,851-95.2% | $85,851-89.6% |
| Participation rate | 27.7% | 68.8%-41.1pp | 81.7%-54.0pp | 69.3%-41.7pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $686 | $3,314-79.3% | $5,168-86.7% | $2,565-73.3% |
| Participant deferral / active EE | $2,404 | $3,424-29.8% | $5,569-56.8% | $3,952-39.2% |
| Admin fee / account holder | $0 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |