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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 | $12,807 | $116,203-89.0% | $93,621-86.3% | $152,909-91.6% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.8%-21.3pp | 82.5%-27.9pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $965 | $3,219-70.0% | $2,719-64.5% | $4,764-79.7% |
| Participant deferral / active EE | $3,105 | $4,605-32.6% | $4,070-23.7% | $5,851-46.9% |
| Admin fee / account holder | $116 | $10,751-98.9% | $7,890-98.5% | $11,601-99.0% |