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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 | $6,702 | $175,646-96.2% | $129,118-94.8% | $134,545-95.0% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.2%-10.6pp | 81.2%-14.6pp |
| Annual return | 0.00% | -11.39%+11.4pp | -10.94%+10.9pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,948 | $6,355-69.4% | $5,051-61.4% | $4,742-58.9% |
| Participant deferral / active EE | $2,696 | $7,970-66.2% | $6,539-58.8% | $6,401-57.9% |
| Admin fee / account holder | $45 | $23,578-99.8% | $14,305-99.7% | $11,431-99.6% |