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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 | $13,186 | $190,916-93.1% | $160,037-91.8% | $134,545-90.2% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.7pp | 81.2%-47.9pp |
| Annual return | 0.00% | 552.79%-552.8pp | 408.95%-409.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,003 | $4,996-79.9% | $4,226-76.3% | $4,742-78.8% |
| Participant deferral / active EE | $3,486 | $6,925-49.7% | $6,184-43.6% | $6,401-45.5% |
| Admin fee / account holder | $34 | $10,497-99.7% | $8,716-99.6% | $11,431-99.7% |