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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 | $3,934 | $183,516-97.9% | $155,534-97.5% | $145,884-97.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 0.00% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,105 | $5,315-79.2% | $4,675-76.4% | $4,662-76.3% |
| Participant deferral / active EE | $1,914 | $6,467-70.4% | $5,630-66.0% | $6,690-71.4% |
| Admin fee / account holder | $140 | $19,293-99.3% | $15,900-99.1% | $13,392-99.0% |