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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 | $5,750 | $99,652-94.2% | $78,778-92.7% | $147,586-96.1% |
| Participation rate | 53.8% | 76.2%-22.4pp | 69.2%-15.3pp | 82.8%-29.0pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,645 | $2,796-41.2% | $1,986-17.2% | $4,876-66.3% |
| Participant deferral / active EE | $1,338 | $3,664-63.5% | $2,958-54.8% | $5,439-75.4% |
| Admin fee / account holder | $105 | $7,155-98.5% | $5,134-98.0% | $10,886-99.0% |