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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 | $228,395-96.4% | $185,861-95.6% | $158,982-94.8% |
| Participation rate | 64.3% | 82.3%-18.0pp | 78.0%-13.8pp | 82.0%-17.7pp |
| Annual return | 0.00% | 40.82%-40.8pp | 35.96%-36.0pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,993 | $6,417-22.2% | $5,634-11.4% | $5,983-16.6% |
| Admin fee / account holder | $44 | $11,869-99.6% | $9,503-99.5% | $11,252-99.6% |