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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 | $10,819 | $152,619-92.9% | $125,195-91.4% | $152,909-92.9% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.5%-26.9pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,117 | $4,947-77.4% | $3,866-71.1% | $4,764-76.5% |
| Participant deferral / active EE | $2,584 | $5,869-56.0% | $4,937-47.7% | $5,851-55.8% |
| Admin fee / account holder | $91 | $13,437-99.3% | $9,704-99.1% | $11,601-99.2% |