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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 | $10,978 | $99,032-88.9% | $80,022-86.3% | $135,379-91.9% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $3,444 | $3,043+13.2% | $2,468+39.6% | $4,779-27.9% |
| Participant deferral / active EE | $6,478 | $4,282+51.3% | $3,686+75.8% | $5,609+15.5% |
| Admin fee / account holder | $19 | $10,436-99.8% | $6,521-99.7% | $10,828-99.8% |