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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 | $10,770 | $95,979-88.8% | $74,551-85.6% | $135,380-92.0% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | 0.00% | 56.97%-57.0pp | 32.53%-32.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,314 | $2,716-51.6% | $1,961-33.0% | $4,779-72.5% |
| Participant deferral / active EE | $6,633 | $3,844+72.6% | $3,108+113.4% | $5,609+18.3% |
| Admin fee / account holder | $171 | $6,522-97.4% | $5,059-96.6% | $10,828-98.4% |