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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 | $12,957 | $61,605-79.0% | $112,273-88.5% | $75,173-82.8% |
| Participation rate | 65.4% | 61.7%+3.7pp | 72.4%-7.1pp | 67.2%-1.8pp |
| Annual return | 0.00% | 28.47%-28.5pp | 30.23%-30.2pp | 160.72%-160.7pp |
| Employer contribution / active EE | $2,183 | $2,015+8.3% | $3,431-36.4% | $2,671-18.3% |
| Participant deferral / active EE | $6,059 | $3,108+94.9% | $4,800+26.2% | $4,126+46.8% |
| Admin fee / account holder | $2 | $4,862-100.0% | $7,752-100.0% | $5,651-100.0% |