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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 | $3,905 | $152,619-97.4% | $125,195-96.9% | $152,909-97.4% |
| Participation rate | 64.3% | 83.3%-19.1pp | 79.8%-15.5pp | 82.5%-18.2pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,588 | $4,947-67.9% | $3,866-58.9% | $4,764-66.7% |
| Participant deferral / active EE | $1,799 | $5,869-69.3% | $4,937-63.6% | $5,851-69.3% |
| Admin fee / account holder | $73 | $13,437-99.5% | $9,704-99.2% | $11,601-99.4% |