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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 | $10,808 | $133,981-91.9% | $112,249-90.4% | $134,532-92.0% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,226 | $4,040-69.7% | $3,636-66.3% | $4,741-74.1% |
| Participant deferral / active EE | $5,172 | $5,292-2.3% | $4,729+9.4% | $6,401-19.2% |
| Admin fee / account holder | $29 | $7,492-99.6% | $6,412-99.6% | $11,429-99.7% |