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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 | $11,046 | $106,003-89.6% | $92,236-88.0% | $147,585-92.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.29%-176.3pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,564 | $4,333-63.9% | $3,679-57.5% | $4,876-67.9% |
| Participant deferral / active EE | $5,344 | $4,478+19.3% | $3,897+37.1% | $5,439-1.7% |
| Admin fee / account holder | $114 | $6,333-98.2% | $5,194-97.8% | $10,885-99.0% |