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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 | $6,112 | $133,998-95.4% | $112,263-94.6% | $134,545-95.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,383 | $4,040-65.8% | $3,636-62.0% | $4,742-70.8% |
| Participant deferral / active EE | $3,528 | $5,292-33.3% | $4,729-25.4% | $6,401-44.9% |
| Admin fee / account holder | $151 | $7,493-98.0% | $6,410-97.7% | $11,431-98.7% |