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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 | $19,486 | $138,075-85.9% | $123,552-84.2% | $135,379-85.6% |
| Participation rate | 64.7% | 84.7%-20.0pp | 82.3%-17.6pp | 82.6%-17.9pp |
| Annual return | 105.18% | 153.70%-48.5pp | 119.20%-14.0pp | 519.79%-414.6pp |
| Employer contribution / active EE | $2,644 | $5,152-48.7% | $4,628-42.9% | $4,779-44.7% |
| Participant deferral / active EE | $4,905 | $6,800-27.9% | $6,426-23.7% | $5,609-12.6% |
| Admin fee / account holder | $131 | $10,917-98.8% | $9,285-98.6% | $10,828-98.8% |