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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 | $14,473 | $157,276-90.8% | $141,177-89.7% | $152,885-90.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,061 | $5,262-79.8% | $4,736-77.6% | $4,763-77.7% |
| Participant deferral / active EE | $5,740 | $7,110-19.3% | $6,710-14.5% | $5,851-1.9% |
| Admin fee / account holder | $174 | $12,123-98.6% | $10,263-98.3% | $11,598-98.5% |