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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 | $2,608 | $104,664-97.5% | $85,693-97.0% | $167,518-98.4% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $947 | $3,337-71.6% | $2,618-63.8% | $4,838-80.4% |
| Participant deferral / active EE | $1,246 | $4,824-74.2% | $3,923-68.2% | $6,342-80.4% |
| Admin fee / account holder | $107 | $10,032-98.9% | $6,874-98.4% | $12,312-99.1% |