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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 | $4,424 | $228,395-98.1% | $185,861-97.6% | $158,982-97.2% |
| Participation rate | 56.3% | 82.3%-26.1pp | 78.0%-21.8pp | 82.0%-25.7pp |
| Annual return | 0.00% | 40.82%-40.8pp | 35.96%-36.0pp | 302.99%-303.0pp |
| Employer contribution / active EE | $992 | $4,968-80.0% | $4,088-75.7% | $4,763-79.2% |
| Participant deferral / active EE | $1,356 | $6,417-78.9% | $5,634-75.9% | $5,983-77.3% |
| Admin fee / account holder | $1 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |