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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 | $21,101 | $144,130-85.4% | $117,861-82.1% | $147,586-85.7% |
| Participation rate | 12.5% | 83.4%-70.9pp | 79.7%-67.2pp | 82.8%-70.3pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.11%-335.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $902 | $4,897-81.6% | $3,786-76.2% | $4,876-81.5% |
| Participant deferral / active EE | $1,727 | $5,316-67.5% | $4,482-61.5% | $5,439-68.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |