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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 | $12,575 | $98,760-87.3% | $149,715-91.6% | $79,858-84.3% |
| Participation rate | 45.5% | 75.8%-30.3pp | 82.5%-37.0pp | 69.6%-24.2pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.66%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,708 | $3,217-46.9% | $4,645-63.2% | $2,471-30.9% |
| Participant deferral / active EE | $3,519 | $5,681-38.0% | $6,842-48.6% | $3,740-5.9% |
| Admin fee / account holder | $9 | $6,053-99.8% | $9,310-99.9% | $5,306-99.8% |