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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 | $5,131 | $111,535-95.4% | $105,223-95.1% | $137,256-96.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 0.00% | 237.85%-237.9pp | 180.65%-180.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,235 | $3,939-68.7% | $3,689-66.5% | $4,156-70.3% |
| Participant deferral / active EE | $2,371 | $5,500-56.9% | $5,072-53.2% | $6,407-63.0% |
| Admin fee / account holder | $93 | $9,721-99.0% | $8,859-99.0% | $12,270-99.2% |