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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 | $11,013 | $160,059-93.1% | $140,019-92.1% | $135,379-91.9% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $3,700 | $6,420-42.4% | $5,605-34.0% | $4,779-22.6% |
| Participant deferral / active EE | $3,700 | $7,641-51.6% | $6,927-46.6% | $5,609-34.0% |
| Admin fee / account holder | $27 | $13,328-99.8% | $10,705-99.7% | $10,828-99.7% |