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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 | $18,468 | $63,346-70.8% | $92,240-80.0% | $70,126-73.7% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,185 | $2,471-52.1% | $3,680-67.8% | $2,343-49.4% |
| Participant deferral / active EE | $2,914 | $2,854+2.1% | $3,897-25.2% | $3,332-12.5% |
| Admin fee / account holder | $271 | $3,841-92.9% | $5,194-94.8% | $4,645-94.2% |