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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 | $17,296 | $152,651-88.7% | $105,218-83.6% | $125,389-86.2% |
| Participation rate | 50.0% | 81.5%-31.5pp | 77.2%-27.2pp | 83.2%-33.2pp |
| Annual return | 0.00% | 8.24%-8.2pp | 5.33%-5.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $4,802-100.0% | $3,255-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,655 | $6,660+30.0% | $4,867+77.8% | $5,352+61.7% |
| Admin fee / account holder | $25 | $14,248-99.8% | $6,992-99.6% | $9,541-99.7% |