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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 | $13,535 | $91,198-85.2% | $178,503-92.4% | $79,856-83.1% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,193 | $3,257-63.4% | $5,011-76.2% | $2,471-51.7% |
| Participant deferral / active EE | $3,654 | $3,237+12.9% | $5,202-29.8% | $3,741-2.3% |
| Admin fee / account holder | $82 | $6,748-98.8% | $13,987-99.4% | $5,306-98.4% |