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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 | $23,502 | $135,645-82.7% | $110,243-78.7% | $135,379-82.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -6.13% | 513.24%-519.4pp | 314.76%-320.9pp | 519.79%-525.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,547 | $5,507+18.9% | $4,672+40.1% | $5,609+16.7% |
| Admin fee / account holder | $13 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |