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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 | $13,276 | $162,812-91.8% | $133,971-90.1% | $158,966-91.6% |
| Participation rate | 61.9% | 83.2%-21.3pp | 79.8%-17.9pp | 82.0%-20.1pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,039 | $4,976-59.0% | $3,919-48.0% | $4,762-57.2% |
| Participant deferral / active EE | $4,934 | $5,910-16.5% | $5,047-2.2% | $5,983-17.5% |
| Admin fee / account holder | $48 | $11,741-99.6% | $8,929-99.5% | $11,250-99.6% |