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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 | $15,283 | $181,896-91.6% | $156,551-90.2% | $273,972-94.4% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,591 | $6,248-74.5% | $5,501-71.1% | $4,869-67.3% |
| Participant deferral / active EE | $4,530 | $5,550-18.4% | $4,871-7.0% | $5,287-14.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |