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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 | $21,673 | $217,432-90.0% | $185,849-88.3% | $167,536-87.1% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,544 | $5,875-56.7% | $5,169-50.8% | $4,839-47.4% |
| Participant deferral / active EE | $8,031 | $6,357+26.3% | $5,569+44.2% | $6,342+26.6% |
| Admin fee / account holder | $10 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |