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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 | $9,153 | $66,402-86.2% | $109,907-91.7% | $85,847-89.3% |
| Participation rate | 61.3% | 63.9%-2.6pp | 74.2%-13.0pp | 69.3%-8.1pp |
| Annual return | 0.00% | 19.59%-19.6pp | 29.46%-29.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $624 | $1,687-63.0% | $2,844-78.1% | $2,565-75.7% |
| Participant deferral / active EE | $2,134 | $2,842-24.9% | $4,047-47.3% | $3,952-46.0% |
| Admin fee / account holder | $83 | $4,557-98.2% | $6,069-98.6% | $6,261-98.7% |