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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 | $7,100 | $157,276-95.5% | $141,177-95.0% | $152,885-95.4% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,572 | $5,262-70.1% | $4,736-66.8% | $4,763-67.0% |
| Participant deferral / active EE | $2,953 | $7,110-58.5% | $6,710-56.0% | $5,851-49.5% |
| Admin fee / account holder | $56 | $12,123-99.5% | $10,263-99.5% | $11,598-99.5% |