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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 | $13,215 | $140,592-90.6% | $123,105-89.3% | $125,389-89.5% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,653 | $6,041-56.1% | $5,151-48.5% | $4,866-45.5% |
| Participant deferral / active EE | $6,633 | $6,980-5.0% | $6,229+6.5% | $5,352+24.0% |
| Admin fee / account holder | $18 | $11,198-99.8% | $9,014-99.8% | $9,541-99.8% |