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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 | $10,835 | $96,524-88.8% | $75,900-85.7% | $152,909-92.9% |
| Participation rate | 59.1% | 76.2%-17.1pp | 69.3%-10.2pp | 82.5%-23.4pp |
| Annual return | 0.00% | 33.93%-33.9pp | 30.73%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,314 | $3,311-60.3% | $2,501-47.5% | $4,764-72.4% |
| Participant deferral / active EE | $3,344 | $4,554-26.6% | $3,604-7.2% | $5,851-42.9% |
| Admin fee / account holder | $14 | $8,082-99.8% | $5,421-99.7% | $11,601-99.9% |