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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 | $9,327 | $138,114-93.2% | $125,391-92.6% | $134,545-93.1% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,703 | $5,246-48.5% | $4,816-43.9% | $4,742-43.0% |
| Participant deferral / active EE | $3,907 | $7,801-49.9% | $7,448-47.5% | $6,401-39.0% |
| Admin fee / account holder | $2 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |