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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 | $12,838 | $156,616-91.8% | $133,346-90.4% | $198,609-93.5% |
| Participation rate | 55.6% | 77.7%-22.2pp | 72.8%-17.3pp | 82.4%-26.8pp |
| Annual return | 0.00% | 44.25%-44.3pp | 36.85%-36.9pp | 202.70%-202.7pp |
| Employer contribution / active EE | $1,383 | $3,368-58.9% | $2,853-51.5% | $5,055-72.6% |
| Participant deferral / active EE | $5,326 | $4,920+8.3% | $4,332+23.0% | $6,977-23.7% |
| Admin fee / account holder | $9 | $17,468-100.0% | $14,264-99.9% | $19,030-100.0% |