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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 | $11,871 | $118,877-90.0% | $96,570-87.7% | $167,536-92.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,777 | $3,121-11.0% | $2,357+17.8% | $4,839-42.6% |
| Participant deferral / active EE | $6,069 | $4,617+31.5% | $3,849+57.7% | $6,342-4.3% |
| Admin fee / account holder | $276 | $8,069-96.6% | $6,182-95.5% | $12,315-97.8% |