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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 | $24,977 | $168,635-85.2% | $147,617-83.1% | $125,389-80.1% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -2.49% | 77.65%-80.1pp | 61.98%-64.5pp | 282.24%-284.7pp |
| Employer contribution / active EE | $4,036 | $6,252-35.5% | $5,564-27.5% | $4,866-17.1% |
| Participant deferral / active EE | $4,375 | $5,507-20.6% | $4,895-10.6% | $5,352-18.2% |
| Admin fee / account holder | $213 | $13,580-98.4% | $11,612-98.2% | $9,541-97.8% |