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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 | $5,049 | $103,392-95.1% | $87,104-94.2% | $152,897-96.7% |
| Participation rate | 58.8% | 79.4%-20.5pp | 76.9%-18.0pp | 82.5%-23.6pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,406 | $3,221-56.4% | $2,521-44.3% | $4,764-70.5% |
| Participant deferral / active EE | $2,381 | $4,778-50.2% | $4,048-41.2% | $5,851-59.3% |
| Admin fee / account holder | $290 | $12,194-97.6% | $7,491-96.1% | $11,599-97.5% |