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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 | $8,338 | $102,638-91.9% | $81,991-89.8% | $158,966-94.8% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.3%-2.6pp | 82.0%-15.3pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,061 | $3,241-36.4% | $2,498-17.5% | $4,762-56.7% |
| Participant deferral / active EE | $4,074 | $4,649-12.4% | $3,722+9.5% | $5,983-31.9% |
| Admin fee / account holder | $101 | $8,237-98.8% | $5,665-98.2% | $11,250-99.1% |