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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 | $4,338 | $93,098-95.3% | $77,081-94.4% | $134,509-96.8% |
| Participation rate | 69.2% | 74.5%-5.3pp | 67.9%+1.3pp | 81.2%-12.0pp |
| Annual return | 0.00% | 62.63%-62.6pp | 42.33%-42.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $990 | $3,419-71.1% | $2,813-64.8% | $4,741-79.1% |
| Participant deferral / active EE | $2,518 | $5,239-51.9% | $4,428-43.1% | $6,400-60.7% |
| Admin fee / account holder | $218 | $6,945-96.9% | $5,427-96.0% | $11,427-98.1% |