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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 | $9,127 | $112,933-91.9% | $90,970-90.0% | $158,982-94.3% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,240 | $2,893-22.6% | $2,122+5.6% | $4,763-53.0% |
| Participant deferral / active EE | $4,831 | $4,128+17.0% | $3,373+43.2% | $5,983-19.3% |
| Admin fee / account holder | $125 | $8,047-98.4% | $5,961-97.9% | $11,252-98.9% |