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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 | $10,329 | $127,387-91.9% | $115,038-91.0% | $125,389-91.8% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,279 | $5,166-75.2% | $4,608-72.2% | $4,866-73.7% |
| Participant deferral / active EE | $7,352 | $6,423+14.5% | $6,026+22.0% | $5,352+37.4% |
| Admin fee / account holder | $40 | $9,516-99.6% | $8,175-99.5% | $9,541-99.6% |