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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 | $9,657 | $84,236-88.5% | $170,435-94.3% | $70,126-86.2% |
| Participation rate | 24.2% | 70.8%-46.6pp | 83.6%-59.4pp | 69.5%-45.3pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $783 | $3,387-76.9% | $5,432-85.6% | $2,343-66.6% |
| Participant deferral / active EE | $1,272 | $3,086-58.8% | $4,939-74.2% | $3,332-61.8% |
| Admin fee / account holder | $47 | $5,698-99.2% | $13,881-99.7% | $4,645-99.0% |