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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 | $17,572 | $162,821-89.2% | $133,978-86.9% | $158,982-88.9% |
| Participation rate | 23.5% | 83.2%-59.7pp | 79.8%-56.3pp | 82.0%-58.4pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,000 | $4,976-59.8% | $3,919-49.0% | $4,763-58.0% |
| Participant deferral / active EE | $4,088 | $5,910-30.8% | $5,047-19.0% | $5,983-31.7% |
| Admin fee / account holder | $23 | $11,742-99.8% | $8,930-99.7% | $11,252-99.8% |