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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 | $10,781 | $157,304-93.1% | $141,197-92.4% | $152,909-92.9% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,357 | $5,263-74.2% | $4,736-71.4% | $4,764-71.5% |
| Participant deferral / active EE | $4,220 | $7,111-40.7% | $6,710-37.1% | $5,851-27.9% |
| Admin fee / account holder | $2 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |