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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 | $16,575 | $127,387-87.0% | $115,038-85.6% | $125,389-86.8% |
| Participation rate | 13.3% | 84.2%-70.8pp | 81.4%-68.0pp | 83.2%-69.9pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,267 | $6,423-64.7% | $6,026-62.4% | $5,352-57.6% |
| Admin fee / account holder | $32 | $9,516-99.7% | $8,175-99.6% | $9,541-99.7% |