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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 | $9,165 | $202,440-95.5% | $169,390-94.6% | $139,466-93.4% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.2%-37.2pp | 80.3%-40.3pp |
| Annual return | 0.00% | 532.36%-532.4pp | 406.07%-406.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $733 | $4,693-84.4% | $4,013-81.7% | $4,754-84.6% |
| Participant deferral / active EE | $2,758 | $6,940-60.3% | $6,222-55.7% | $6,712-58.9% |
| Admin fee / account holder | $266 | $10,722-97.5% | $9,015-97.0% | $11,409-97.7% |