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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 | $9,764 | $129,960-92.5% | $104,299-90.6% | $134,545-92.7% |
| Participation rate | 62.5% | 79.5%-17.0pp | 73.3%-10.8pp | 81.2%-18.7pp |
| Annual return | 0.00% | 42.06%-42.1pp | 24.62%-24.6pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,065 | $4,186-50.7% | $3,373-38.8% | $4,742-56.4% |
| Participant deferral / active EE | $4,308 | $5,589-22.9% | $4,626-6.9% | $6,401-32.7% |
| Admin fee / account holder | $66 | $9,324-99.3% | $7,339-99.1% | $11,431-99.4% |