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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 | $3,920 | $107,030-96.3% | $73,550-94.7% | $147,586-97.3% |
| Participation rate | 57.1% | 66.4%-9.2pp | 54.9%+2.2pp | 82.8%-25.7pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $352 | $1,760-80.0% | $1,219-71.2% | $4,876-92.8% |
| Participant deferral / active EE | $1,849 | $2,458-24.8% | $1,804+2.5% | $5,439-66.0% |
| Admin fee / account holder | $111 | $3,055-96.4% | $2,320-95.2% | $10,886-99.0% |