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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 | $14,149 | $124,314-88.6% | $109,163-87.0% | $167,518-91.6% |
| Participation rate | 43.8% | 79.4%-35.7pp | 75.9%-32.1pp | 82.1%-38.4pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,005 | $4,209-76.1% | $3,723-73.0% | $4,838-79.2% |
| Participant deferral / active EE | $5,105 | $5,256-2.9% | $4,654+9.7% | $6,342-19.5% |
| Admin fee / account holder | $3 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |