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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 | $16,135 | $176,105-90.8% | $159,474-89.9% | $167,536-90.4% |
| Participation rate | 59.1% | 85.0%-25.9pp | 82.8%-23.7pp | 82.1%-23.0pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,614 | $5,299-69.5% | $4,831-66.6% | $4,839-66.6% |
| Participant deferral / active EE | $3,034 | $7,751-60.9% | $7,353-58.7% | $6,342-52.2% |
| Admin fee / account holder | $203 | $12,559-98.4% | $10,802-98.1% | $12,315-98.3% |