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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 | $11,035 | $81,208-86.4% | $98,920-88.8% | $79,856-86.2% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 69.6%-69.6pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.47%-196.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,250 | $1,960-36.2% | $2,689-53.5% | $2,471-49.4% |
| Participant deferral / active EE | $2,690 | $3,265-17.6% | $4,245-36.6% | $3,741-28.1% |
| Admin fee / account holder | $122 | $6,013-98.0% | $6,643-98.2% | $5,306-97.7% |