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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 | $4,542 | $75,962-94.0% | $154,108-97.1% | $64,173-92.9% |
| Participation rate | 33.3% | 70.4%-37.1pp | 83.0%-49.7pp | 69.6%-36.2pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $671 | $3,350-80.0% | $5,298-87.3% | $2,381-71.8% |
| Participant deferral / active EE | $1,181 | $3,175-62.8% | $5,081-76.8% | $3,470-66.0% |
| Admin fee / account holder | $46 | $5,589-99.2% | $13,411-99.7% | $4,887-99.0% |