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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 | $6,564 | $142,405-95.4% | $115,157-94.3% | $152,870-95.7% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.34%-345.3pp |
| Employer contribution / active EE | $1,213 | $4,010-69.8% | $3,179-61.9% | $4,763-74.5% |
| Participant deferral / active EE | $2,862 | $5,164-44.6% | $4,168-31.3% | $5,850-51.1% |
| Admin fee / account holder | $13 | $8,462-99.8% | $7,088-99.8% | $11,597-99.9% |