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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 | $12,199 | $95,979-87.3% | $74,551-83.6% | $135,380-91.0% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | 0.00% | 56.97%-57.0pp | 32.53%-32.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,970 | $2,716-27.5% | $1,961+0.5% | $4,779-58.8% |
| Participant deferral / active EE | $7,303 | $3,844+90.0% | $3,108+135.0% | $5,609+30.2% |
| Admin fee / account holder | $75 | $6,522-98.9% | $5,059-98.5% | $10,828-99.3% |