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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 | $4,784 | $106,905-95.5% | $84,020-94.3% | $152,885-96.9% |
| Participation rate | 52.2% | 75.2%-23.1pp | 69.0%-16.8pp | 82.5%-30.3pp |
| Annual return | 0.00% | 105.00%-105.0pp | 71.31%-71.3pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,276 | $2,735-53.3% | $1,984-35.7% | $4,763-73.2% |
| Participant deferral / active EE | $1,905 | $4,012-52.5% | $3,239-41.2% | $5,851-67.4% |
| Admin fee / account holder | $126 | $8,287-98.5% | $6,101-97.9% | $11,598-98.9% |