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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 | $12,044 | $80,992-85.1% | $96,534-87.5% | $75,173-84.0% |
| Participation rate | 67.1% | 71.8%-4.7pp | 76.0%-8.9pp | 67.2%-0.1pp |
| Annual return | 0.00% | 27.05%-27.0pp | 25.88%-25.9pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,333 | $3,929-40.6% | $4,851-51.9% | $4,126-43.5% |
| Admin fee / account holder | $41 | $6,717-99.4% | $8,253-99.5% | $5,651-99.3% |