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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 | $11,582 | $78,694-85.3% | $67,652-82.9% | $125,389-90.8% |
| Participation rate | 53.3% | 78.8%-25.5pp | 75.7%-22.3pp | 83.2%-29.9pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $962 | $3,044-68.4% | $2,266-57.5% | $4,866-80.2% |
| Participant deferral / active EE | $3,296 | $4,292-23.2% | $3,560-7.4% | $5,352-38.4% |
| Admin fee / account holder | $74 | $7,403-99.0% | $4,821-98.5% | $9,541-99.2% |