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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 | $9,852 | $227,597-95.7% | $189,575-94.8% | $167,536-94.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,294 | $5,316-75.7% | $4,412-70.7% | $4,839-73.3% |
| Participant deferral / active EE | $3,451 | $7,002-50.7% | $6,174-44.1% | $6,342-45.6% |
| Admin fee / account holder | $10 | $11,877-99.9% | $9,806-99.9% | $12,315-99.9% |