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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 | $11,946 | $93,617-87.2% | $135,982-91.2% | $75,177-84.1% |
| Participation rate | 69.0% | 75.2%-6.2pp | 81.9%-13.0pp | 67.2%+1.8pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,566 | $3,538-55.7% | $4,859-67.8% | $2,671-41.4% |
| Participant deferral / active EE | $3,051 | $6,406-52.4% | $7,760-60.7% | $4,126-26.1% |
| Admin fee / account holder | $102 | $6,980-98.5% | $10,767-99.1% | $5,651-98.2% |