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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 | $17,820 | $112,915-84.2% | $90,965-80.4% | $158,950-88.8% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 0.00% | 215.75%-215.8pp | 134.57%-134.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,918 | $2,894+0.8% | $2,122+37.5% | $4,762-38.7% |
| Participant deferral / active EE | $7,050 | $4,128+70.8% | $3,373+109.0% | $5,983+17.8% |
| Admin fee / account holder | $14 | $8,044-99.8% | $5,960-99.8% | $11,248-99.9% |