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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 | $7,168 | $84,149-91.5% | $76,080-90.6% | $167,518-95.7% |
| Participation rate | 66.7% | 84.9%-18.2pp | 79.4%-12.8pp | 82.1%-15.4pp |
| Annual return | 0.00% | 54.99%-55.0pp | 42.50%-42.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,479 | $4,618-68.0% | $3,962-62.7% | $4,838-69.4% |
| Participant deferral / active EE | $3,127 | $5,796-46.1% | $4,905-36.3% | $6,342-50.7% |
| Admin fee / account holder | $54 | $6,410-99.2% | $4,883-98.9% | $12,312-99.6% |