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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 | $15,020 | $154,193-90.3% | $130,045-88.5% | $139,466-89.2% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 0.00% | 32.51%-32.5pp | -137.30%+137.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,428 | $5,292-54.1% | $4,321-43.8% | $4,754-48.9% |
| Participant deferral / active EE | $3,992 | $6,709-40.5% | $5,820-31.4% | $6,712-40.5% |
| Admin fee / account holder | $14 | $13,989-99.9% | $10,600-99.9% | $11,409-99.9% |