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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 | $4,611 | $124,330-96.3% | $109,173-95.8% | $167,536-97.2% |
| Participation rate | 62.5% | 79.5%-17.0pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,192 | $4,209-71.7% | $3,723-68.0% | $4,839-75.4% |
| Participant deferral / active EE | $1,613 | $5,256-69.3% | $4,654-65.3% | $6,342-74.6% |
| Admin fee / account holder | $22 | $7,974-99.7% | $6,755-99.7% | $12,315-99.8% |