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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 | $300 | $203,784-99.9% | $178,317-99.8% | $418,949-99.9% |
| Participation rate | 50.0% | 35.5%+14.5pp | 20.5%+29.5pp | 35.7%+14.3pp |
| Annual return | 0.00% | 9.11%-9.1pp | 9.57%-9.6pp | 15.19%-15.2pp |
| Employer contribution / active EE | $0 | $34,784-100.0% | $26,706-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $236-100.0% | $213-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $1,890-100.0% | $1,620-100.0% | $50,584-100.0% |