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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 | $19,197 | $227,566-91.6% | $189,558-89.9% | $167,518-88.5% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.5%-53.5pp | 82.1%-57.1pp |
| Annual return | 0.00% | 78.43%-78.4pp | 64.19%-64.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,282 | $7,002-10.3% | $6,174+1.8% | $6,342-0.9% |
| Admin fee / account holder | $0 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |