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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 | $12,785 | $82,630-84.5% | $64,105-80.1% | $125,389-89.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $635 | $2,671-76.2% | $1,820-65.1% | $4,866-87.0% |
| Participant deferral / active EE | $5,782 | $3,608+60.2% | $2,822+104.9% | $5,352+8.0% |
| Admin fee / account holder | $16 | $6,382-99.7% | $4,499-99.6% | $9,541-99.8% |