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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 | $8,073 | $227,566-96.5% | $189,558-95.7% | $167,518-95.2% |
| Participation rate | 45.8% | 82.5%-36.7pp | 78.5%-32.6pp | 82.1%-36.3pp |
| Annual return | 0.00% | 78.43%-78.4pp | 64.19%-64.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $891 | $5,316-83.2% | $4,412-79.8% | $4,838-81.6% |
| Participant deferral / active EE | $2,443 | $7,002-65.1% | $6,174-60.4% | $6,342-61.5% |
| Admin fee / account holder | $40 | $11,881-99.7% | $9,809-99.6% | $12,312-99.7% |