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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 | $11,752 | $124,314-90.5% | $109,163-89.2% | $167,518-93.0% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,572 | $4,209-38.9% | $3,723-30.9% | $4,838-46.8% |
| Participant deferral / active EE | $5,010 | $5,256-4.7% | $4,654+7.6% | $6,342-21.0% |
| Admin fee / account holder | $14 | $7,973-99.8% | $6,754-99.8% | $12,312-99.9% |