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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 | $11,596 | $180,466-93.6% | $154,114-92.5% | $135,382-91.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -4.94% | 888.15%-893.1pp | 735.16%-740.1pp | 519.77%-524.7pp |
| Employer contribution / active EE | $2,083 | $6,035-65.5% | $5,298-60.7% | $4,779-56.4% |
| Participant deferral / active EE | $2,682 | $5,806-53.8% | $5,081-47.2% | $5,609-52.2% |
| Admin fee / account holder | $243 | $16,144-98.5% | $13,411-98.2% | $10,829-97.8% |