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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 | $11,862 | $63,346-81.3% | $92,239-87.1% | $70,124-83.1% |
| Participation rate | 63.6% | 68.7%-5.0pp | 76.5%-12.8pp | 69.5%-5.9pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,240 | $2,471-9.4% | $3,680-39.1% | $2,342-4.4% |
| Participant deferral / active EE | $5,559 | $2,854+94.8% | $3,897+42.6% | $3,332+66.8% |
| Admin fee / account holder | $138 | $3,841-96.4% | $5,194-97.3% | $4,645-97.0% |