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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 | $7,696 | $226,135-96.6% | $182,558-95.8% | $152,909-95.0% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.0%-15.5pp | 82.5%-20.0pp |
| Annual return | 0.00% | 192.60%-192.6pp | 148.59%-148.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,483 | $4,979-70.2% | $4,076-63.6% | $4,764-68.9% |
| Participant deferral / active EE | $2,986 | $6,371-53.1% | $5,526-46.0% | $5,851-49.0% |
| Admin fee / account holder | $39 | $10,707-99.6% | $8,594-99.5% | $11,601-99.7% |