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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 | $15,010 | $148,558-89.9% | $135,925-89.0% | $139,427-89.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 0.00% | 79.22%-79.2pp | 68.25%-68.3pp | 373.27%-373.3pp |
| Employer contribution / active EE | $1,831 | $5,244-65.1% | $4,857-62.3% | $4,752-61.5% |
| Participant deferral / active EE | $7,483 | $8,101-7.6% | $7,759-3.6% | $6,711+11.5% |
| Admin fee / account holder | $10 | $12,401-99.9% | $10,764-99.9% | $11,404-99.9% |