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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 | $11,633 | $104,937-88.9% | $84,628-86.3% | $152,897-92.4% |
| Participation rate | 53.3% | 74.8%-21.5pp | 68.2%-14.9pp | 82.5%-29.1pp |
| Annual return | 0.00% | 373.88%-373.9pp | 258.80%-258.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,452 | $3,303-56.0% | $2,653-45.3% | $4,764-69.5% |
| Participant deferral / active EE | $4,232 | $4,690-9.8% | $3,900+8.5% | $5,851-27.7% |
| Admin fee / account holder | $24 | $6,243-99.6% | $4,914-99.5% | $11,599-99.8% |