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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 | $9,019 | $127,790-92.9% | $106,555-91.5% | $167,536-94.6% |
| Participation rate | 33.3% | 78.3%-44.9pp | 76.1%-42.8pp | 82.1%-48.8pp |
| Annual return | 0.00% | 33.88%-33.9pp | 26.80%-26.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $740 | $3,428-78.4% | $2,819-73.8% | $4,839-84.7% |
| Participant deferral / active EE | $2,220 | $5,088-56.4% | $4,399-49.5% | $6,342-65.0% |
| Admin fee / account holder | $6 | $11,229-99.9% | $7,408-99.9% | $12,315-100.0% |