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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 | $11,398 | $98,776-88.5% | $149,745-92.4% | $79,856-85.7% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.5%-12.8pp | 69.6%+0.1pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,415 | $3,217-24.9% | $4,646-48.0% | $2,471-2.3% |
| Participant deferral / active EE | $5,256 | $5,681-7.5% | $6,843-23.2% | $3,741+40.5% |
| Admin fee / account holder | $12 | $6,053-99.8% | $9,312-99.9% | $5,306-99.8% |