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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 | $20,538 | $165,381-87.6% | $149,730-86.3% | $158,966-87.1% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,890 | $5,104-43.4% | $4,645-37.8% | $4,762-39.3% |
| Participant deferral / active EE | $8,261 | $7,182+15.0% | $6,843+20.7% | $5,983+38.1% |
| Admin fee / account holder | $57 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |