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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 | $6,010 | $67,340-91.1% | $60,888-90.1% | $134,493-95.5% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.1%-73.1pp | 81.2%-81.2pp |
| Annual return | -20.30% | 49.97%-70.3pp | 16.91%-37.2pp | 418.01%-438.3pp |
| Employer contribution / active EE | $1,723 | $3,096-44.4% | $2,702-36.2% | $4,740-63.7% |
| Participant deferral / active EE | $1,863 | $4,538-58.9% | $3,817-51.2% | $6,400-70.9% |
| Admin fee / account holder | $14 | $4,583-99.7% | $3,225-99.6% | $11,425-99.9% |