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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 | $14,493 | $98,240-85.2% | $82,313-82.4% | $147,585-90.2% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.58%-578.6pp |
| Employer contribution / active EE | $3,241 | $3,192+1.5% | $2,428+33.4% | $4,876-33.5% |
| Participant deferral / active EE | $7,913 | $4,383+80.5% | $3,706+113.5% | $5,439+45.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |