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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 | $10,350 | $202,342-94.9% | $172,752-94.0% | $152,897-93.2% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,912 | $5,858-67.4% | $5,144-62.8% | $4,764-59.9% |
| Participant deferral / active EE | $7,471 | $5,948+25.6% | $5,198+43.7% | $5,851+27.7% |
| Admin fee / account holder | $113 | $17,111-99.3% | $13,955-99.2% | $11,599-99.0% |