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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 | $4,943 | $91,179-94.6% | $178,499-97.2% | $79,852-93.8% |
| Participation rate | 38.5% | 69.2%-30.7pp | 81.9%-43.5pp | 69.6%-31.2pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $585 | $3,256-82.0% | $5,011-88.3% | $2,471-76.3% |
| Participant deferral / active EE | $1,054 | $3,236-67.4% | $5,202-79.7% | $3,740-71.8% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |