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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 | $5,205 | $117,623-95.6% | $71,702-92.7% | $134,509-96.1% |
| Participation rate | 50.0% | 68.9%-18.9pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | 0.00% | 25.44%-25.4pp | 9.14%-9.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,231 | $2,525-11.6% | $1,704+30.9% | $4,741-52.9% |
| Participant deferral / active EE | $5,068 | $3,759+34.8% | $2,658+90.7% | $6,400-20.8% |
| Admin fee / account holder | $15 | $6,379-99.8% | $3,974-99.6% | $11,427-99.9% |