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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 | $7,083 | $64,324-89.0% | $118,946-94.0% | $79,852-91.1% |
| Participation rate | 40.7% | 64.9%-24.1pp | 75.4%-34.6pp | 69.6%-28.9pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.89%-35.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $994 | $1,836-45.9% | $3,263-69.6% | $2,471-59.8% |
| Participant deferral / active EE | $1,735 | $2,824-38.6% | $4,266-59.3% | $3,740-53.6% |
| Admin fee / account holder | $26 | $4,040-99.3% | $6,581-99.6% | $5,306-99.5% |