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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 | $16,105 | $112,915-85.7% | $90,965-82.3% | $158,950-89.9% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 0.00% | 215.75%-215.8pp | 134.57%-134.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,022 | $2,894-64.7% | $2,122-51.8% | $4,762-78.5% |
| Participant deferral / active EE | $7,935 | $4,128+92.2% | $3,373+135.2% | $5,983+32.6% |
| Admin fee / account holder | $18 | $8,044-99.8% | $5,960-99.7% | $11,248-99.8% |