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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 | $21,102 | $98,766-78.6% | $149,730-85.9% | $79,852-73.6% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.5%-13.5pp | 69.6%-0.6pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,785 | $3,217-44.5% | $4,645-61.6% | $2,471-27.8% |
| Participant deferral / active EE | $2,816 | $5,681-50.4% | $6,843-58.8% | $3,740-24.7% |
| Admin fee / account holder | $129 | $6,052-97.9% | $9,310-98.6% | $5,306-97.6% |