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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 | $11,563 | $97,027-88.1% | $83,323-86.1% | $135,382-91.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,492 | $4,143-64.0% | $3,379-55.8% | $4,779-68.8% |
| Participant deferral / active EE | $6,758 | $5,964+13.3% | $5,565+21.4% | $5,609+20.5% |
| Admin fee / account holder | $15 | $8,427-99.8% | $7,539-99.8% | $10,829-99.9% |