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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 | $123,155-98.4% | $108,753-98.1% | $155,188-98.7% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 0.00% | 44.73%-44.7pp | 37.47%-37.5pp | 148.84%-148.8pp |
| Employer contribution / active EE | $2,072 | $2,811-26.3% | $2,427-14.6% | $4,248-51.2% |
| Participant deferral / active EE | $9,095 | $4,623+96.7% | $4,115+121.0% | $6,531+39.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |