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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 | $16,353 | $105,856-84.6% | $90,161-81.9% | $147,586-88.9% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.89%-34.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,183 | $4,126-71.3% | $3,318-64.3% | $4,876-75.7% |
| Participant deferral / active EE | $5,262 | $5,733-8.2% | $5,287-0.5% | $5,439-3.2% |
| Admin fee / account holder | $58 | $8,046-99.3% | $5,943-99.0% | $10,886-99.5% |