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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 | $20,348 | $176,120-88.4% | $159,487-87.2% | $167,553-87.9% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,928 | $5,299-44.8% | $4,831-39.4% | $4,840-39.5% |
| Participant deferral / active EE | $9,223 | $7,752+19.0% | $7,354+25.4% | $6,343+45.4% |
| Admin fee / account holder | $9 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |