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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 | $15,772 | $96,558-83.7% | $80,977-80.5% | $273,972-94.2% |
| Participation rate | 58.8% | 79.1%-20.3pp | 75.8%-17.0pp | 83.0%-24.2pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,219 | $4,869-75.0% | $3,715-67.2% | $4,869-75.0% |
| Participant deferral / active EE | $1,716 | $6,598-74.0% | $5,696-69.9% | $5,287-67.5% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |