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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 | $12,243 | $107,368-88.6% | $92,915-86.8% | $152,909-92.0% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,526 | $4,222-63.9% | $3,653-58.2% | $4,764-68.0% |
| Participant deferral / active EE | $4,985 | $4,848+2.8% | $4,238+17.6% | $5,851-14.8% |
| Admin fee / account holder | $79 | $7,082-98.9% | $5,796-98.6% | $11,601-99.3% |