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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 | $26,369 | $217,432-87.9% | $185,849-85.8% | $167,536-84.3% |
| Participation rate | 28.6% | 86.1%-57.5pp | 81.7%-53.1pp | 82.1%-53.5pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,779 | $5,875-69.7% | $5,169-65.6% | $4,839-63.2% |
| Participant deferral / active EE | $5,571 | $6,357-12.4% | $5,5690% | $6,342-12.2% |
| Admin fee / account holder | $27 | $19,818-99.9% | $16,244-99.8% | $12,315-99.8% |