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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 | $6,783 | $95,917-92.9% | $79,583-91.5% | $134,545-95.0% |
| Participation rate | 65.2% | 75.0%-9.8pp | 69.5%-4.3pp | 81.2%-16.0pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,369 | $3,129-56.2% | $2,414-43.3% | $4,742-71.1% |
| Participant deferral / active EE | $3,125 | $4,694-33.4% | $3,986-21.6% | $6,401-51.2% |
| Admin fee / account holder | $10 | $9,132-99.9% | $6,835-99.9% | $11,431-99.9% |