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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 | $16,534 | $99,652-83.4% | $78,778-79.0% | $147,586-88.8% |
| Participation rate | 15.0% | 76.2%-61.2pp | 69.2%-54.2pp | 82.8%-67.8pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $335 | $2,796-88.0% | $1,986-83.1% | $4,876-93.1% |
| Participant deferral / active EE | $2,126 | $3,664-42.0% | $2,958-28.1% | $5,439-60.9% |
| Admin fee / account holder | $11 | $7,155-99.8% | $5,134-99.8% | $10,886-99.9% |