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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 | $9,467 | $107,368-91.2% | $92,915-89.8% | $152,909-93.8% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $855 | $4,222-79.8% | $3,653-76.6% | $4,764-82.1% |
| Participant deferral / active EE | $3,275 | $4,848-32.4% | $4,238-22.7% | $5,851-44.0% |
| Admin fee / account holder | $164 | $7,082-97.7% | $5,796-97.2% | $11,601-98.6% |