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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 | $4,156 | $87,016-95.2% | $63,244-93.4% | $125,389-96.7% |
| Participation rate | 62.5% | 77.1%-14.6pp | 71.0%-8.5pp | 83.2%-20.7pp |
| Annual return | 0.00% | 21.71%-21.7pp | -70.31%+70.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $893 | $3,601-75.2% | $2,322-61.5% | $4,866-81.6% |
| Participant deferral / active EE | $1,683 | $3,939-57.3% | $2,953-43.0% | $5,352-68.5% |
| Admin fee / account holder | $5 | $11,954-100.0% | $5,893-99.9% | $9,541-99.9% |