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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 | $9,761 | $97,732-90.0% | $83,831-88.4% | $135,380-92.8% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,115 | $4,222-49.9% | $3,631-41.7% | $4,779-55.7% |
| Participant deferral / active EE | $3,985 | $4,683-14.9% | $4,082-2.4% | $5,609-29.0% |
| Admin fee / account holder | $3 | $6,675-100.0% | $5,479-99.9% | $10,828-100.0% |