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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 | $5,224 | $190,879-97.3% | $160,009-96.7% | $134,532-96.1% |
| Participation rate | 53.8% | 82.0%-28.1pp | 78.0%-24.1pp | 81.2%-27.4pp |
| Annual return | 0.00% | 552.63%-552.6pp | 408.85%-408.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,189 | $4,995-76.2% | $4,225-71.9% | $4,741-74.9% |
| Participant deferral / active EE | $2,230 | $6,924-67.8% | $6,183-63.9% | $6,401-65.2% |
| Admin fee / account holder | $142 | $10,495-98.7% | $8,715-98.4% | $11,429-98.8% |