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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 | $8,577 | $190,862-95.5% | $159,991-94.6% | $134,509-93.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | 0.00% | 552.59%-552.6pp | 408.82%-408.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,510 | $4,995-69.8% | $4,225-64.3% | $4,741-68.1% |
| Participant deferral / active EE | $4,412 | $6,924-36.3% | $6,183-28.6% | $6,400-31.1% |
| Admin fee / account holder | $65 | $10,495-99.4% | $8,715-99.3% | $11,427-99.4% |