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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 | $15,509 | $107,368-85.6% | $92,915-83.3% | $152,909-89.9% |
| Participation rate | 26.7% | 79.8%-53.1pp | 76.0%-49.3pp | 82.5%-55.8pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $866 | $4,222-79.5% | $3,653-76.3% | $4,764-81.8% |
| Participant deferral / active EE | $3,267 | $4,848-32.6% | $4,238-22.9% | $5,851-44.2% |
| Admin fee / account holder | $31 | $7,082-99.6% | $5,796-99.5% | $11,601-99.7% |