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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 | $5,567 | $162,967-96.6% | $135,792-95.9% | $138,895-96.0% |
| Participation rate | 58.8% | 78.3%-19.5pp | 72.6%-13.8pp | 79.9%-21.1pp |
| Annual return | 0.00% | 30.08%-30.1pp | 25.96%-26.0pp | 145.39%-145.4pp |
| Employer contribution / active EE | $846 | $4,211-79.9% | $3,496-75.8% | $4,194-79.8% |
| Participant deferral / active EE | $2,443 | $5,640-56.7% | $4,759-48.7% | $6,396-61.8% |
| Admin fee / account holder | $177 | $15,306-98.8% | $12,266-98.6% | $12,562-98.6% |