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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 | $16,661 | $127,387-86.9% | $115,038-85.5% | $125,389-86.7% |
| Participation rate | 63.2% | 84.2%-21.0pp | 81.4%-18.2pp | 83.2%-20.0pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,274 | $5,166-75.3% | $4,608-72.4% | $4,866-73.8% |
| Participant deferral / active EE | $5,501 | $6,423-14.4% | $6,026-8.7% | $5,352+2.8% |
| Admin fee / account holder | $74 | $9,516-99.2% | $8,175-99.1% | $9,541-99.2% |