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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 | $22,158 | $165,399-86.6% | $149,745-85.2% | $158,982-86.1% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,128 | $5,105-58.3% | $4,646-54.2% | $4,763-55.3% |
| Participant deferral / active EE | $7,261 | $7,183+1.1% | $6,843+6.1% | $5,983+21.4% |
| Admin fee / account holder | $105 | $10,811-99.0% | $9,312-98.9% | $11,252-99.1% |