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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 | $9,562 | $91,167-89.5% | $178,498-94.6% | $79,858-88.0% |
| Participation rate | 39.7% | 69.2%-29.5pp | 81.9%-42.2pp | 69.6%-29.9pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.09%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $753 | $3,255-76.9% | $5,011-85.0% | $2,471-69.5% |
| Participant deferral / active EE | $1,537 | $3,236-52.5% | $5,202-70.4% | $3,740-58.9% |
| Admin fee / account holder | $70 | $6,747-99.0% | $13,985-99.5% | $5,306-98.7% |