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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 | $13,197 | $100,901-86.9% | $75,670-82.6% | $147,585-91.1% |
| Participation rate | 30.4% | 77.1%-46.7pp | 72.3%-41.9pp | 82.8%-52.4pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.34%-27.3pp | 578.57%-578.6pp |
| Employer contribution / active EE | $751 | $3,253-76.9% | $2,352-68.1% | $4,876-84.6% |
| Participant deferral / active EE | $912 | $4,027-77.4% | $3,142-71.0% | $5,439-83.2% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |