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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 | $8,450 | $91,167-90.7% | $178,498-95.3% | $79,858-89.4% |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | 69.6%-69.6pp |
| Annual return | 20.36% | 24.19%-3.8pp | 151.09%-130.7pp | 31.72%-11.4pp |
| Employer contribution / active EE | $1,760 | $3,255-45.9% | $5,011-64.9% | $2,471-28.8% |
| Participant deferral / active EE | $2,338 | $3,236-27.8% | $5,202-55.1% | $3,740-37.5% |
| Admin fee / account holder | $24 | $6,747-99.6% | $13,985-99.8% | $5,306-99.6% |