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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 | $13,823 | $165,399-91.6% | $149,745-90.8% | $158,982-91.3% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,809 | $5,105-64.6% | $4,646-61.1% | $4,763-62.0% |
| Participant deferral / active EE | $2,736 | $7,183-61.9% | $6,843-60.0% | $5,983-54.3% |
| Admin fee / account holder | $6 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |