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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 | $3,735 | $129,960-97.1% | $104,299-96.4% | $134,545-97.2% |
| Participation rate | 68.2% | 79.5%-11.4pp | 73.3%-5.1pp | 81.2%-13.1pp |
| Annual return | 0.00% | 42.06%-42.1pp | 24.62%-24.6pp | 418.37%-418.4pp |
| Employer contribution / active EE | $816 | $4,186-80.5% | $3,373-75.8% | $4,742-82.8% |
| Participant deferral / active EE | $1,749 | $5,589-68.7% | $4,626-62.2% | $6,401-72.7% |
| Admin fee / account holder | $25 | $9,324-99.7% | $7,339-99.7% | $11,431-99.8% |