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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 | $6,822 | $133,981-94.9% | $112,249-93.9% | $134,532-94.9% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.1%-16.2pp | 81.2%-22.4pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,698 | $4,040-58.0% | $3,636-53.3% | $4,741-64.2% |
| Participant deferral / active EE | $3,420 | $5,292-35.4% | $4,729-27.7% | $6,401-46.6% |
| Admin fee / account holder | $96 | $7,492-98.7% | $6,412-98.5% | $11,429-99.2% |