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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 | $24,168 | $125,797-80.8% | $170,057-85.8% | $75,177-67.9% |
| Participation rate | 69.4% | 83.6%-14.2pp | 87.0%-17.6pp | 67.2%+2.2pp |
| Annual return | 0.00% | 27.20%-27.2pp | 53.42%-53.4pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,785 | $4,616-61.3% | $6,790-73.7% | $2,671-33.2% |
| Participant deferral / active EE | $3,836 | $6,838-43.9% | $10,411-63.2% | $4,126-7.0% |
| Admin fee / account holder | $22 | $8,177-99.7% | $12,826-99.8% | $5,651-99.6% |