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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 | $17,277 | $127,387-86.4% | $115,038-85.0% | $125,389-86.2% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,200 | $5,166-38.1% | $4,608-30.6% | $4,866-34.2% |
| Participant deferral / active EE | $8,615 | $6,423+34.1% | $6,026+43.0% | $5,352+61.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |