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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 | $13,645 | $227,633-94.0% | $189,597-92.8% | $167,553-91.9% |
| Participation rate | 63.6% | 82.5%-18.9pp | 78.4%-14.8pp | 82.1%-18.5pp |
| Annual return | 0.00% | 78.45%-78.5pp | 64.20%-64.2pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,514 | $5,317-52.7% | $4,412-43.0% | $4,840-48.0% |
| Participant deferral / active EE | $4,662 | $7,003-33.4% | $6,174-24.5% | $6,343-26.5% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |