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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 | $12,883 | $61,052-78.9% | $142,898-91.0% | $79,391-83.8% |
| Participation rate | 19.9% | 60.1%-40.2pp | 72.0%-52.1pp | 70.7%-50.8pp |
| Annual return | 0.00% | 16.02%-16.0pp | 5639.64%-5639.6pp | 116.88%-116.9pp |
| Employer contribution / active EE | $658 | $1,481-55.6% | $4,146-84.1% | $2,428-72.9% |
| Participant deferral / active EE | $1,471 | $2,879-48.9% | $3,838-61.7% | $4,046-63.6% |
| Admin fee / account holder | $133 | $659-79.8% | $6,560-98.0% | $627-78.7% |