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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 | $14,391 | $112,121-87.2% | $95,960-85.0% | $158,966-90.9% |
| Participation rate | 64.3% | 79.0%-14.7pp | 77.1%-12.8pp | 82.0%-17.7pp |
| Annual return | 0.00% | 171.16%-171.2pp | 91.63%-91.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $3,811 | $3,199+19.1% | $2,541+49.9% | $4,762-20.0% |
| Participant deferral / active EE | $6,400 | $4,784+33.8% | $4,167+53.6% | $5,983+7.0% |
| Admin fee / account holder | $4 | $10,135-100.0% | $6,797-99.9% | $11,250-100.0% |