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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 | $7,823 | $167,362-95.3% | $143,799-94.6% | $134,532-94.2% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,860 | $5,620-49.1% | $4,952-42.2% | $4,741-39.7% |
| Participant deferral / active EE | $5,228 | $6,447-18.9% | $5,638-7.3% | $6,401-18.3% |
| Admin fee / account holder | $43 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |