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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 | $11,174 | $157,304-92.9% | $141,197-92.1% | $152,909-92.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,677 | $5,263-49.1% | $4,736-43.5% | $4,764-43.8% |
| Participant deferral / active EE | $3,758 | $7,111-47.2% | $6,710-44.0% | $5,851-35.8% |
| Admin fee / account holder | $44 | $12,126-99.6% | $10,265-99.6% | $11,601-99.6% |