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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 | $11,965 | $116,203-89.7% | $93,621-87.2% | $152,909-92.2% |
| Participation rate | 64.3% | 78.1%-13.8pp | 75.8%-11.5pp | 82.5%-18.2pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,648 | $3,219-17.7% | $2,719-2.6% | $4,764-44.4% |
| Participant deferral / active EE | $4,549 | $4,605-1.2% | $4,070+11.8% | $5,851-22.3% |
| Admin fee / account holder | $35 | $10,751-99.7% | $7,890-99.6% | $11,601-99.7% |