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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 | $11,368 | $133,998-91.5% | $112,263-89.9% | $134,545-91.6% |
| Participation rate | 47.1% | 78.6%-31.5pp | 75.1%-28.0pp | 81.2%-34.2pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,271 | $4,040-68.5% | $3,636-65.0% | $4,742-73.2% |
| Participant deferral / active EE | $4,959 | $5,292-6.3% | $4,729+4.9% | $6,401-22.5% |
| Admin fee / account holder | $70 | $7,493-99.1% | $6,410-98.9% | $11,431-99.4% |