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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 | $18,944 | $63,346-70.1% | $92,239-79.5% | $70,124-73.0% |
| Participation rate | 56.9% | 68.7%-11.8pp | 76.5%-19.6pp | 69.5%-12.7pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $968 | $2,471-60.8% | $3,680-73.7% | $2,342-58.7% |
| Participant deferral / active EE | $1,543 | $2,854-45.9% | $3,897-60.4% | $3,332-53.7% |
| Admin fee / account holder | $21 | $3,841-99.4% | $5,194-99.6% | $4,645-99.5% |