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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 | $12,358 | $101,063-87.8% | $81,473-84.8% | $147,585-91.6% |
| Participation rate | 22.2% | 74.5%-52.2pp | 68.0%-45.7pp | 82.8%-60.6pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.58%-578.6pp |
| Employer contribution / active EE | $455 | $3,206-85.8% | $2,568-82.3% | $4,876-90.7% |
| Participant deferral / active EE | $2,033 | $4,242-52.1% | $3,537-42.5% | $5,439-62.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |