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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 | $9,483 | $63,861-85.2% | $104,639-90.9% | $79,856-88.1% |
| Participation rate | 69.9% | 64.9%+5.0pp | 74.1%-4.2pp | 69.6%+0.2pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.67%-340.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $6,627 | $1,588+317.2% | $2,682+147.1% | $2,471+168.1% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,185-100.0% | $6,465-100.0% | $5,306-100.0% |