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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 | $8,988 | $209,405-95.7% | $178,486-95.0% | $158,931-94.3% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 0.00% | 188.77%-188.8pp | 151.08%-151.1pp | 302.86%-302.9pp |
| Employer contribution / active EE | $1,518 | $5,707-73.4% | $5,011-69.7% | $4,761-68.1% |
| Participant deferral / active EE | $4,096 | $5,954-31.2% | $5,202-21.3% | $5,982-31.5% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |