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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 | $15,624 | $197,637-92.1% | $177,848-91.2% | $158,982-90.2% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 0.00% | 58.77%-58.8pp | 48.33%-48.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,494 | $6,698-62.8% | $5,919-57.9% | $4,763-47.6% |
| Participant deferral / active EE | $5,695 | $8,405-32.2% | $7,714-26.2% | $5,983-4.8% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |