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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 | $19,545 | $127,387-84.7% | $115,038-83.0% | $125,389-84.4% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,232 | $5,166-76.1% | $4,608-73.3% | $4,866-74.7% |
| Participant deferral / active EE | $3,863 | $6,423-39.9% | $6,026-35.9% | $5,352-27.8% |
| Admin fee / account holder | $192 | $9,516-98.0% | $8,175-97.7% | $9,541-98.0% |