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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 | $14,916 | $127,779-88.3% | $106,551-86.0% | $167,518-91.1% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 0.00% | 33.87%-33.9pp | 26.80%-26.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $3,750 | $3,427+9.4% | $2,819+33.0% | $4,838-22.5% |
| Participant deferral / active EE | $6,008 | $5,088+18.1% | $4,398+36.6% | $6,342-5.3% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,408-100.0% | $12,312-100.0% |