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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 | $9,197 | $110,379-91.7% | $102,412-91.0% | $145,884-93.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 0.00% | 24.84%-24.8pp | 24.94%-24.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,312 | $5,622-23.3% | $5,060-14.8% | $6,690-35.5% |
| Admin fee / account holder | $26 | $9,745-99.7% | $8,388-99.7% | $13,392-99.8% |