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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 | $17,381 | $138,072-87.4% | $123,549-85.9% | $135,382-87.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $985 | $5,152-80.9% | $4,628-78.7% | $4,779-79.4% |
| Participant deferral / active EE | $11,384 | $6,799+67.4% | $6,426+77.2% | $5,609+103.0% |
| Admin fee / account holder | $55 | $10,917-99.5% | $9,284-99.4% | $10,829-99.5% |