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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 | $3,332 | $95,975-96.5% | $74,552-95.5% | $135,382-97.5% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,067 | $2,716-60.7% | $1,961-45.6% | $4,779-77.7% |
| Participant deferral / active EE | $1,689 | $3,844-56.1% | $3,108-45.7% | $5,609-69.9% |
| Admin fee / account holder | $92 | $6,522-98.6% | $5,060-98.2% | $10,829-99.2% |