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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 | $11,883 | $107,368-88.9% | $92,915-87.2% | $152,909-92.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $962 | $4,222-77.2% | $3,653-73.7% | $4,764-79.8% |
| Participant deferral / active EE | $1,301 | $4,848-73.2% | $4,238-69.3% | $5,851-77.8% |
| Admin fee / account holder | $266 | $7,082-96.2% | $5,796-95.4% | $11,601-97.7% |