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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 | $10,623 | $110,212-90.4% | $96,534-89.0% | $139,466-92.4% |
| Participation rate | 64.7% | 78.1%-13.4pp | 76.0%-11.3pp | 80.3%-15.6pp |
| Annual return | 0.00% | 26.42%-26.4pp | 25.88%-25.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $8,413 | $3,620+132.4% | $2,965+183.7% | $4,754+77.0% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $96 | $11,599-99.2% | $8,253-98.8% | $11,409-99.2% |