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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 | $11,918 | $171,492-93.1% | $150,734-92.1% | $198,609-94.0% |
| Participation rate | 62.5% | 81.4%-18.9pp | 78.4%-15.9pp | 82.4%-19.9pp |
| Annual return | 0.00% | 804.70%-804.7pp | 600.81%-600.8pp | 202.70%-202.7pp |
| Employer contribution / active EE | $2,280 | $5,470-58.3% | $4,918-53.7% | $5,055-54.9% |
| Participant deferral / active EE | $4,554 | $6,259-27.2% | $5,610-18.8% | $6,977-34.7% |
| Admin fee / account holder | $34 | $17,628-99.8% | $14,905-99.8% | $19,030-99.8% |