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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 | $9,941 | $97,881-89.8% | $80,004-87.6% | $125,389-92.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 73.0%-23.0pp | 83.2%-33.2pp |
| Annual return | 0.00% | 9.36%-9.4pp | 7.63%-7.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,071 | $3,128-65.8% | $2,473-56.7% | $4,866-78.0% |
| Participant deferral / active EE | $3,900 | $3,744+4.2% | $3,204+21.7% | $5,352-27.1% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |