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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 | $7,119 | $157,296-95.5% | $141,191-95.0% | $152,897-95.3% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,659 | $5,262-68.5% | $4,736-65.0% | $4,764-65.2% |
| Participant deferral / active EE | $3,150 | $7,111-55.7% | $6,710-53.1% | $5,851-46.2% |
| Admin fee / account holder | $58 | $12,125-99.5% | $10,264-99.4% | $11,599-99.5% |