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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 | $4,859 | $124,314-96.1% | $109,163-95.5% | $167,518-97.1% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,199 | $4,209-71.5% | $3,723-67.8% | $4,838-75.2% |
| Participant deferral / active EE | $1,669 | $5,256-68.3% | $4,654-64.1% | $6,342-73.7% |
| Admin fee / account holder | $253 | $7,973-96.8% | $6,754-96.3% | $12,312-97.9% |