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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 | $9,134 | $98,766-90.8% | $149,730-93.9% | $79,852-88.6% |
| Participation rate | 56.7% | 75.8%-19.1pp | 82.5%-25.8pp | 69.6%-13.0pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,041 | $3,217-67.7% | $4,645-77.6% | $2,471-57.9% |
| Participant deferral / active EE | $2,654 | $5,681-53.3% | $6,843-61.2% | $3,740-29.0% |
| Admin fee / account holder | $16 | $6,052-99.7% | $9,310-99.8% | $5,306-99.7% |