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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 | $5,517 | $133,998-95.9% | $112,263-95.1% | $134,545-95.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,042 | $4,040-74.2% | $3,636-71.4% | $4,742-78.0% |
| Participant deferral / active EE | $1,765 | $5,292-66.7% | $4,729-62.7% | $6,401-72.4% |
| Admin fee / account holder | $128 | $7,493-98.3% | $6,410-98.0% | $11,431-98.9% |