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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 | $8,902 | $157,296-94.3% | $141,191-93.7% | $152,897-94.2% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,200 | $5,262-77.2% | $4,736-74.7% | $4,764-74.8% |
| Participant deferral / active EE | $3,473 | $7,111-51.2% | $6,710-48.2% | $5,851-40.6% |
| Admin fee / account holder | $186 | $12,125-98.5% | $10,264-98.2% | $11,599-98.4% |