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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 | $5,777 | $79,449-92.7% | $189,558-97.0% | $85,856-93.3% |
| Participation rate | 56.1% | 66.0%-9.9pp | 78.5%-22.4pp | 69.3%-13.2pp |
| Annual return | 0.00% | 18.45%-18.4pp | 64.19%-64.2pp | 318.58%-318.6pp |
| Employer contribution / active EE | $801 | $2,081-61.5% | $4,412-81.8% | $2,565-68.8% |
| Participant deferral / active EE | $1,965 | $4,051-51.5% | $6,174-68.2% | $3,952-50.3% |
| Admin fee / account holder | $0 | $5,377-100.0% | $9,809-100.0% | $6,261-100.0% |