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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 | $9,623 | $106,280-90.9% | $96,538-90.0% | $139,487-93.1% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 0.00% | 38.48%-38.5pp | 35.74%-35.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,601 | $4,107-61.0% | $3,740-57.2% | $4,755-66.3% |
| Participant deferral / active EE | $2,937 | $5,457-46.2% | $4,880-39.8% | $6,713-56.3% |
| Admin fee / account holder | $61 | $7,888-99.2% | $6,737-99.1% | $11,407-99.5% |