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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 | $15,760 | $160,059-90.2% | $140,019-88.7% | $135,380-88.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,514 | $6,420-76.4% | $5,605-73.0% | $4,779-68.3% |
| Participant deferral / active EE | $7,078 | $7,641-7.4% | $6,927+2.2% | $5,609+26.2% |
| Admin fee / account holder | $44 | $13,328-99.7% | $10,705-99.6% | $10,828-99.6% |