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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 | $2,013 | $112,729-98.2% | $98,716-98.0% | $137,256-98.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 0.00% | 38.48%-38.5pp | 31.81%-31.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $2,072 | $2,725-24.0% | $2,279-9.1% | $4,156-50.2% |
| Participant deferral / active EE | $9,095 | $4,640+96.0% | $4,048+124.7% | $6,407+42.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |