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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 | $11,184 | $209,888-94.7% | $189,545-94.1% | $167,553-93.3% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 0.00% | 748.66%-748.7pp | 555.36%-555.4pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,698 | $6,915-75.4% | $6,162-72.4% | $4,840-64.9% |
| Participant deferral / active EE | $5,213 | $8,934-41.7% | $8,220-36.6% | $6,343-17.8% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |