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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 | $10,986 | $180,459-93.9% | $154,108-92.9% | $135,380-91.9% |
| Participation rate | 54.5% | 87.4%-32.9pp | 83.0%-28.5pp | 82.6%-28.1pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,299 | $6,035-61.9% | $5,298-56.6% | $4,779-51.9% |
| Participant deferral / active EE | $3,907 | $5,806-32.7% | $5,081-23.1% | $5,609-30.3% |
| Admin fee / account holder | $19 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |