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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 | $10,105 | $129,960-92.2% | $104,299-90.3% | $134,545-92.5% |
| Participation rate | 30.0% | 79.5%-49.5pp | 73.3%-43.3pp | 81.2%-51.2pp |
| Annual return | 0.00% | 42.06%-42.1pp | 24.62%-24.6pp | 418.37%-418.4pp |
| Employer contribution / active EE | $949 | $4,186-77.3% | $3,373-71.9% | $4,742-80.0% |
| Participant deferral / active EE | $1,573 | $5,589-71.9% | $4,626-66.0% | $6,401-75.4% |
| Admin fee / account holder | $72 | $9,324-99.2% | $7,339-99.0% | $11,431-99.4% |