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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 | $11,331 | $121,677-90.7% | $104,625-89.2% | $158,966-92.9% |
| Participation rate | 44.4% | 77.5%-33.1pp | 74.1%-29.6pp | 82.0%-37.5pp |
| Annual return | 0.00% | 465.58%-465.6pp | 340.60%-340.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,376 | $3,165-56.5% | $2,681-48.7% | $4,762-71.1% |
| Participant deferral / active EE | $3,593 | $4,175-13.9% | $3,738-3.9% | $5,983-39.9% |
| Admin fee / account holder | $50 | $7,777-99.4% | $6,465-99.2% | $11,250-99.6% |