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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 | $12,606 | $91,559-86.2% | $133,971-90.6% | $79,852-84.2% |
| Participation rate | 33.3% | 73.3%-40.0pp | 79.8%-46.5pp | 69.6%-36.3pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.09%-45.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $885 | $2,384-62.9% | $3,919-77.4% | $2,471-64.2% |
| Participant deferral / active EE | $2,828 | $3,734-24.3% | $5,047-44.0% | $3,740-24.4% |
| Admin fee / account holder | $14 | $6,321-99.8% | $8,929-99.8% | $5,306-99.7% |