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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 | $16,303 | $209,422-92.2% | $178,503-90.9% | $158,982-89.7% |
| Participation rate | 63.2% | 86.4%-23.2pp | 81.9%-18.8pp | 82.0%-18.8pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,835 | $5,707-67.9% | $5,011-63.4% | $4,763-61.5% |
| Participant deferral / active EE | $3,169 | $5,955-46.8% | $5,202-39.1% | $5,983-47.0% |
| Admin fee / account holder | $31 | $17,079-99.8% | $13,987-99.8% | $11,252-99.7% |