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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 | $11,973 | $99,011-87.9% | $86,582-86.2% | $147,586-91.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,036 | $3,132-66.9% | $2,839-63.5% | $4,876-78.8% |
| Participant deferral / active EE | $6,617 | $3,972+66.6% | $3,609+83.4% | $5,439+21.7% |
| Admin fee / account holder | $12 | $5,709-99.8% | $4,904-99.8% | $10,886-99.9% |