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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 | $8,281 | $138,114-94.0% | $125,391-93.4% | $134,545-93.8% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.2pp | 81.2%-12.0pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,380 | $5,246-35.6% | $4,816-29.8% | $4,742-28.7% |
| Participant deferral / active EE | $4,662 | $7,801-40.2% | $7,448-37.4% | $6,401-27.2% |
| Admin fee / account holder | $91 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |