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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 | $5,486 | $95,601-94.3% | $77,183-92.9% | $139,456-96.1% |
| Participation rate | 33.3% | 74.0%-40.6pp | 69.6%-36.2pp | 80.3%-47.0pp |
| Annual return | 0.00% | 54.96%-55.0pp | 37.89%-37.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $731 | $3,145-76.8% | $2,534-71.1% | $4,753-84.6% |
| Participant deferral / active EE | $933 | $4,623-79.8% | $3,833-75.6% | $6,711-86.1% |
| Admin fee / account holder | $27 | $8,302-99.7% | $5,475-99.5% | $11,407-99.8% |