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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 | $7,285 | $63,346-88.5% | $92,239-92.1% | $70,124-89.6% |
| Participation rate | 51.3% | 68.7%-17.4pp | 76.5%-25.2pp | 69.5%-18.3pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,117 | $2,471-54.8% | $3,680-69.6% | $2,342-52.3% |
| Participant deferral / active EE | $3,181 | $2,854+11.5% | $3,897-18.4% | $3,332-4.5% |
| Admin fee / account holder | $98 | $3,841-97.4% | $5,194-98.1% | $4,645-97.9% |