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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 | $9,739 | $105,856-90.8% | $90,161-89.2% | $147,586-93.4% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.89%-34.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $3,358 | $4,126-18.6% | $3,318+1.2% | $4,876-31.1% |
| Participant deferral / active EE | $4,154 | $5,733-27.5% | $5,287-21.4% | $5,439-23.6% |
| Admin fee / account holder | $50 | $8,046-99.4% | $5,943-99.2% | $10,886-99.5% |