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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 | $12,120 | $63,342-80.9% | $92,236-86.9% | $70,131-82.7% |
| Participation rate | 49.4% | 68.7%-19.3pp | 76.5%-27.1pp | 69.5%-20.2pp |
| Annual return | 0.00% | 530.15%-530.2pp | 176.29%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $706 | $2,471-71.4% | $3,679-80.8% | $2,342-69.9% |
| Participant deferral / active EE | $1,815 | $2,854-36.4% | $3,897-53.4% | $3,332-45.5% |
| Admin fee / account holder | $54 | $3,840-98.6% | $5,194-99.0% | $4,645-98.8% |