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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 | $3,379 | $112,729-97.0% | $98,716-96.6% | $137,256-97.5% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 0.00% | 38.48%-38.5pp | 31.81%-31.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,342 | $2,725-50.8% | $2,279-41.1% | $4,156-67.7% |
| Participant deferral / active EE | $2,017 | $4,640-56.5% | $4,048-50.2% | $6,407-68.5% |
| Admin fee / account holder | $5 | $10,129-100.0% | $8,703-99.9% | $12,270-100.0% |