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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 | $7,493 | $75,832-90.1% | $147,617-94.9% | $59,633-87.4% |
| Participation rate | 57.6% | 71.6%-14.0pp | 84.6%-27.0pp | 68.7%-11.1pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,417 | $3,485-59.3% | $5,564-74.5% | $2,203-35.6% |
| Participant deferral / active EE | $2,308 | $3,131-26.3% | $4,895-52.8% | $3,192-27.7% |
| Admin fee / account holder | $60 | $5,986-99.0% | $11,612-99.5% | $4,297-98.6% |