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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 | $22,501 | $192,829-88.3% | $142,516-84.2% | $139,466-83.9% |
| Participation rate | 50.0% | 81.4%-31.4pp | 76.8%-26.8pp | 80.3%-30.3pp |
| Annual return | 0.00% | 17.99%-18.0pp | 19.99%-20.0pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $5,808-100.0% | $4,849-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,250 | $7,200+56.3% | $6,280+79.2% | $6,712+67.6% |
| Admin fee / account holder | $0 | $15,120-100.0% | $10,008-100.0% | $11,409-100.0% |