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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 | $19,478 | $157,304-87.6% | $141,197-86.2% | $152,909-87.3% |
| Participation rate | 28.6% | 84.8%-56.3pp | 82.5%-53.9pp | 82.5%-53.9pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,788 | $5,263-66.0% | $4,736-62.2% | $4,764-62.5% |
| Participant deferral / active EE | $6,102 | $7,111-14.2% | $6,710-9.1% | $5,851+4.3% |
| Admin fee / account holder | $171 | $12,126-98.6% | $10,265-98.3% | $11,601-98.5% |