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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 | $12,500 | $185,883-93.3% | $170,043-92.6% | $139,466-91.0% |
| Participation rate | 54.5% | 87.8%-33.2pp | 87.0%-32.5pp | 80.3%-25.8pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,797 | $7,596-63.2% | $6,790-58.8% | $4,754-41.2% |
| Participant deferral / active EE | $3,501 | $11,626-69.9% | $10,410-66.4% | $6,712-47.8% |
| Admin fee / account holder | $22 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |