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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 | $19,115 | $138,076-86.2% | $123,553-84.5% | $135,380-85.9% |
| Participation rate | 68.2% | 84.7%-16.6pp | 82.3%-14.1pp | 82.6%-14.5pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,784 | $5,152-65.4% | $4,628-61.4% | $4,779-62.7% |
| Participant deferral / active EE | $2,665 | $6,800-60.8% | $6,426-58.5% | $5,609-52.5% |
| Admin fee / account holder | $168 | $10,917-98.5% | $9,284-98.2% | $10,828-98.4% |