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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 | $16,366 | $167,362-90.2% | $143,799-88.6% | $134,532-87.8% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,330 | $5,620-58.5% | $4,952-53.0% | $4,741-50.9% |
| Participant deferral / active EE | $3,846 | $6,447-40.3% | $5,638-31.8% | $6,401-39.9% |
| Admin fee / account holder | $18 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |