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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 | $22,518 | $152,612-85.2% | $125,192-82.0% | $152,897-85.3% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $5,678 | $4,947+14.8% | $3,866+46.9% | $4,764+19.2% |
| Participant deferral / active EE | $9,854 | $5,868+67.9% | $4,937+99.6% | $5,851+68.4% |
| Admin fee / account holder | $37 | $13,437-99.7% | $9,704-99.6% | $11,599-99.7% |