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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 | $5,877 | $116,203-94.9% | $93,621-93.7% | $152,897-96.2% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.8%-18.7pp | 82.5%-25.3pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,369 | $3,219-57.5% | $2,719-49.6% | $4,764-71.3% |
| Participant deferral / active EE | $1,757 | $4,605-61.8% | $4,070-56.8% | $5,851-70.0% |
| Admin fee / account holder | $28 | $10,751-99.7% | $7,890-99.6% | $11,599-99.8% |