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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 | $139,948-95.0% | $121,663-94.3% | $154,746-95.5% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.5%-14.5pp | 80.7%-20.7pp |
| Annual return | 0.00% | 230.52%-230.5pp | 147.54%-147.5pp | 172.34%-172.3pp |
| Employer contribution / active EE | $2,462 | $3,521-30.1% | $3,020-18.5% | $4,379-43.8% |
| Participant deferral / active EE | $2,577 | $5,629-54.2% | $4,887-47.3% | $6,730-61.7% |
| Admin fee / account holder | $65 | $17,321-99.6% | $14,289-99.5% | $14,365-99.5% |