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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 | $4,859 | $82,324-94.1% | $68,803-92.9% | $134,545-96.4% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.0%-35.7pp | 81.2%-47.9pp |
| Annual return | 0.00% | -2.17%+2.2pp | -6.37%+6.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $610 | $3,302-81.5% | $2,656-77.0% | $4,742-87.1% |
| Participant deferral / active EE | $1,087 | $4,740-77.1% | $3,942-72.4% | $6,401-83.0% |
| Admin fee / account holder | $22 | $6,485-99.7% | $4,936-99.6% | $11,431-99.8% |