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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 | $15,219 | $165,381-90.8% | $149,730-89.8% | $158,966-90.4% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,960 | $5,104-61.6% | $4,645-57.8% | $4,762-58.8% |
| Participant deferral / active EE | $6,674 | $7,182-7.1% | $6,843-2.5% | $5,983+11.5% |
| Admin fee / account holder | $92 | $10,809-99.1% | $9,310-99.0% | $11,250-99.2% |