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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 | $11,270 | $115,903-90.3% | $100,528-88.8% | $158,966-92.9% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.8pp | 82.0%-15.3pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $571 | $4,105-86.1% | $3,419-83.3% | $4,762-88.0% |
| Participant deferral / active EE | $8,850 | $6,677+32.6% | $6,271+41.1% | $5,983+47.9% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |