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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 | $6,973 | $61,605-88.7% | $112,273-93.8% | $75,173-90.7% |
| Participation rate | 66.7% | 61.7%+5.0pp | 72.4%-5.8pp | 67.2%-0.5pp |
| Annual return | 0.00% | 28.47%-28.5pp | 30.23%-30.2pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,397 | $3,108+41.5% | $4,800-8.4% | $4,126+6.6% |
| Admin fee / account holder | $39 | $4,862-99.2% | $7,752-99.5% | $5,651-99.3% |