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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 | $10,184 | $121,701-91.6% | $104,639-90.3% | $158,982-93.6% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 0.00% | 465.72%-465.7pp | 340.67%-340.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,850 | $3,165-41.5% | $2,682-31.0% | $4,763-61.1% |
| Participant deferral / active EE | $2,890 | $4,176-30.8% | $3,738-22.7% | $5,983-51.7% |
| Admin fee / account holder | $52 | $7,778-99.3% | $6,465-99.2% | $11,252-99.5% |