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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 | $9,352 | $100,811-90.7% | $86,698-89.2% | $134,545-93.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | 0.00% | 29.11%-29.1pp | 35.96%-36.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,836 | $3,490-47.4% | $2,837-35.3% | $4,742-61.3% |
| Participant deferral / active EE | $7,966 | $5,339+49.2% | $4,656+71.1% | $6,401+24.5% |
| Admin fee / account holder | $14 | $10,926-99.9% | $7,492-99.8% | $11,431-99.9% |