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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 | $13,412 | $78,694-83.0% | $67,652-80.2% | $125,389-89.3% |
| Participation rate | 61.1% | 78.8%-17.7pp | 75.7%-14.6pp | 83.2%-22.1pp |
| Annual return | -1.26% | 9.46%-10.7pp | 6625.40%-6626.7pp | 282.24%-283.5pp |
| Employer contribution / active EE | $841 | $3,044-72.4% | $2,266-62.9% | $4,866-82.7% |
| Participant deferral / active EE | $2,103 | $4,292-51.0% | $3,560-40.9% | $5,352-60.7% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |