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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 | $6,778 | $138,076-95.1% | $123,553-94.5% | $135,380-95.0% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,775 | $5,152-65.5% | $4,628-61.6% | $4,779-62.9% |
| Participant deferral / active EE | $2,772 | $6,800-59.2% | $6,426-56.9% | $5,609-50.6% |
| Admin fee / account holder | $16 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |