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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 | $6,399 | $98,766-93.5% | $149,730-95.7% | $79,852-92.0% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.5%-13.3pp | 69.6%-0.4pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $903 | $3,217-71.9% | $4,645-80.6% | $2,471-63.4% |
| Participant deferral / active EE | $3,357 | $5,681-40.9% | $6,843-50.9% | $3,740-10.2% |
| Admin fee / account holder | $13 | $6,052-99.8% | $9,310-99.9% | $5,306-99.7% |