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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 | $6,839 | $181,062-96.2% | $158,223-95.7% | $155,188-95.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 0.00% | 57.39%-57.4pp | 52.09%-52.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $954 | $4,565-79.1% | $4,109-76.8% | $4,248-77.5% |
| Participant deferral / active EE | $3,298 | $6,134-46.2% | $5,467-39.7% | $6,531-49.5% |
| Admin fee / account holder | $3 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |