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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 | $7,657 | $115,814-93.4% | $101,275-92.4% | $158,982-95.2% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,124 | $4,176-73.1% | $3,660-69.3% | $4,763-76.4% |
| Participant deferral / active EE | $2,884 | $4,958-41.8% | $4,371-34.0% | $5,983-51.8% |
| Admin fee / account holder | $43 | $7,249-99.4% | $5,948-99.3% | $11,252-99.6% |