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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 | $19,735 | $197,819-90.0% | $155,789-87.3% | $125,389-84.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -0.19% | 86.73%-86.9pp | 71.54%-71.7pp | 282.24%-282.4pp |
| Employer contribution / active EE | $696 | $4,850-85.7% | $3,839-81.9% | $4,866-85.7% |
| Participant deferral / active EE | $1,182 | $5,631-79.0% | $4,798-75.4% | $5,352-77.9% |
| Admin fee / account holder | $201 | $9,544-97.9% | $7,477-97.3% | $9,541-97.9% |