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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 | $7,268 | $152,619-95.2% | $125,195-94.2% | $152,909-95.2% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,483 | $4,947-70.0% | $3,866-61.7% | $4,764-68.9% |
| Participant deferral / active EE | $3,590 | $5,869-38.8% | $4,937-27.3% | $5,851-38.6% |
| Admin fee / account holder | $64 | $13,437-99.5% | $9,704-99.3% | $11,601-99.4% |