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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 | $7,489 | $59,107-87.3% | $86,439-91.3% | $68,498-89.1% |
| Participation rate | 54.2% | 75.2%-21.0pp | 80.3%-26.1pp | 67.9%-13.7pp |
| Annual return | 41.39% | -0.23%+41.6pp | 4395.55%-4354.2pp | -7.84%+49.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,365 | $5,901-43.0% | $6,952-51.6% | $4,027-16.4% |
| Admin fee / account holder | $67 | $5,637-98.8% | $6,732-99.0% | $5,403-98.8% |