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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 | $5,199 | $90,486-94.3% | $78,676-93.4% | $273,972-98.1% |
| Participation rate | 52.6% | 76.5%-23.9pp | 73.6%-20.9pp | 83.0%-30.4pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,898 | $3,175-40.2% | $2,850-33.4% | $4,869-61.0% |
| Participant deferral / active EE | $1,220 | $3,901-68.7% | $3,517-65.3% | $5,287-76.9% |
| Admin fee / account holder | $16 | $5,263-99.7% | $4,510-99.7% | $10,133-99.8% |