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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 | $25,763 | $152,592-83.1% | $125,180-79.4% | $152,885-83.1% |
| Participation rate | 42.9% | 83.3%-40.5pp | 79.8%-36.9pp | 82.5%-39.6pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $4,538 | $4,947-8.3% | $3,866+17.4% | $4,763-4.7% |
| Participant deferral / active EE | $6,357 | $5,868+8.3% | $4,937+28.8% | $5,851+8.7% |
| Admin fee / account holder | $33 | $13,435-99.8% | $9,703-99.7% | $11,598-99.7% |