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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 | $5,606 | $97,020-94.2% | $83,327-93.3% | $135,380-95.9% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.64%-10.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,425 | $4,144-65.6% | $3,379-57.8% | $4,779-70.2% |
| Participant deferral / active EE | $2,611 | $5,964-56.2% | $5,565-53.1% | $5,609-53.4% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |