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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 | $6,144 | $75,962-91.9% | $154,108-96.0% | $64,173-90.4% |
| Participation rate | 60.0% | 70.4%-10.4pp | 83.0%-23.0pp | 69.6%-9.6pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,735 | $3,350-48.2% | $5,298-67.2% | $2,381-27.1% |
| Participant deferral / active EE | $2,748 | $3,175-13.4% | $5,081-45.9% | $3,470-20.8% |
| Admin fee / account holder | $1 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |