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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 | $24,242 | $180,462-86.6% | $154,111-84.3% | $135,379-82.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 0.00% | 888.17%-888.2pp | 735.18%-735.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $4,426 | $6,036-26.7% | $5,298-16.5% | $4,779-7.4% |
| Participant deferral / active EE | $12,439 | $5,806+114.2% | $5,081+144.8% | $5,609+121.8% |
| Admin fee / account holder | $138 | $16,145-99.1% | $13,411-99.0% | $10,828-98.7% |