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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 | $14,571 | $167,352-91.3% | $143,788-89.9% | $134,509-89.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,534 | $5,620-72.7% | $4,952-69.0% | $4,741-67.6% |
| Participant deferral / active EE | $5,645 | $6,447-12.4% | $5,638+0.1% | $6,400-11.8% |
| Admin fee / account holder | $10 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |