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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 | $4,163 | $82,288-94.9% | $68,794-93.9% | $134,509-96.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.37%+6.4pp | 418.13%-418.1pp |
| Employer contribution / active EE | $651 | $3,301-80.3% | $2,656-75.5% | $4,741-86.3% |
| Participant deferral / active EE | $1,395 | $4,738-70.6% | $3,941-64.6% | $6,400-78.2% |
| Admin fee / account holder | $10 | $6,482-99.8% | $4,934-99.8% | $11,427-99.9% |