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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 | $5,584 | $142,430-96.1% | $115,170-95.2% | $152,897-96.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.5%-15.8pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,004 | $4,011-75.0% | $3,179-68.4% | $4,764-78.9% |
| Participant deferral / active EE | $3,053 | $5,165-40.9% | $4,169-26.8% | $5,851-47.8% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |