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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 | $25,919 | $202,345-87.2% | $172,755-85.0% | $152,885-83.0% |
| Participation rate | 65.0% | 87.1%-22.1pp | 82.6%-17.6pp | 82.5%-17.5pp |
| Annual return | 0.00% | 1029.77%-1029.8pp | 802.94%-802.9pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,882 | $5,858-67.9% | $5,144-63.4% | $4,763-60.5% |
| Participant deferral / active EE | $3,655 | $5,948-38.5% | $5,198-29.7% | $5,851-37.5% |
| Admin fee / account holder | $226 | $17,111-98.7% | $13,955-98.4% | $11,598-98.1% |