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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 | $10,616 | $109,372-90.3% | $89,414-88.1% | $158,966-93.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 0.00% | 345.55%-345.6pp | 245.50%-245.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,754 | $3,171-44.7% | $2,586-32.2% | $4,762-63.2% |
| Participant deferral / active EE | $4,354 | $4,598-5.3% | $3,890+11.9% | $5,983-27.2% |
| Admin fee / account holder | $63 | $6,156-99.0% | $4,883-98.7% | $11,250-99.4% |