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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 | $8,251 | $228,317-96.4% | $185,808-95.6% | $158,931-94.8% |
| Participation rate | 64.3% | 82.3%-18.0pp | 78.0%-13.7pp | 82.0%-17.7pp |
| Annual return | 0.00% | 40.81%-40.8pp | 35.95%-36.0pp | 302.86%-302.9pp |
| Employer contribution / active EE | $0 | $4,964-100.0% | $4,086-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,993 | $6,415-22.2% | $5,632-11.3% | $5,982-16.5% |
| Admin fee / account holder | $44 | $11,865-99.6% | $9,501-99.5% | $11,247-99.6% |