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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 | $13,642 | $202,342-93.3% | $172,752-92.1% | $152,897-91.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,172 | $5,858-62.9% | $5,144-57.8% | $4,764-54.4% |
| Participant deferral / active EE | $4,207 | $5,948-29.3% | $5,198-19.1% | $5,851-28.1% |
| Admin fee / account holder | $70 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |