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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 | $6,992 | $132,099-94.7% | $115,599-94.0% | $138,895-95.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.3%-14.3pp | 79.9%-19.9pp |
| Annual return | 0.00% | 176.76%-176.8pp | 111.10%-111.1pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,462 | $3,416-27.9% | $2,955-16.7% | $4,194-41.3% |
| Participant deferral / active EE | $2,577 | $5,617-54.1% | $4,889-47.3% | $6,396-59.7% |
| Admin fee / account holder | $65 | $15,650-99.6% | $12,841-99.5% | $12,562-99.5% |