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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 | $18,711 | $197,819-90.5% | $155,789-88.0% | $125,389-85.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $507 | $4,850-89.5% | $3,839-86.8% | $4,866-89.6% |
| Participant deferral / active EE | $9,000 | $5,631+59.8% | $4,798+87.6% | $5,352+68.2% |
| Admin fee / account holder | $36 | $9,544-99.6% | $7,477-99.5% | $9,541-99.6% |