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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 | $13,511 | $138,102-90.2% | $125,381-89.2% | $134,532-90.0% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,381 | $5,245-54.6% | $4,815-50.6% | $4,741-49.8% |
| Participant deferral / active EE | $5,226 | $7,801-33.0% | $7,448-29.8% | $6,401-18.4% |
| Admin fee / account holder | $28 | $11,568-99.8% | $10,007-99.7% | $11,429-99.8% |