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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 | $7,883 | $176,786-95.5% | $146,643-94.6% | $167,536-95.3% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,249 | $5,161-75.8% | $4,137-69.8% | $4,839-74.2% |
| Participant deferral / active EE | $2,382 | $6,440-63.0% | $5,506-56.7% | $6,342-62.5% |
| Admin fee / account holder | $27 | $13,262-99.8% | $10,280-99.7% | $12,315-99.8% |