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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 | $7,988 | $107,368-92.6% | $92,915-91.4% | $152,909-94.8% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.5%-13.2pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,630 | $4,222-61.4% | $3,653-55.4% | $4,764-65.8% |
| Participant deferral / active EE | $1,876 | $4,848-61.3% | $4,238-55.7% | $5,851-67.9% |
| Admin fee / account holder | $105 | $7,082-98.5% | $5,796-98.2% | $11,601-99.1% |