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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 | $14,619 | $176,120-91.7% | $159,487-90.8% | $167,553-91.3% |
| Participation rate | 42.9% | 85.0%-42.1pp | 82.8%-40.0pp | 82.1%-39.3pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $3,388 | $5,299-36.1% | $4,831-29.9% | $4,840-30.0% |
| Participant deferral / active EE | $5,018 | $7,752-35.3% | $7,354-31.8% | $6,343-20.9% |
| Admin fee / account holder | $291 | $12,561-97.7% | $10,804-97.3% | $12,316-97.6% |