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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 | $14,815 | $202,440-92.7% | $169,390-91.3% | $139,466-89.4% |
| Participation rate | 28.6% | 81.1%-52.5pp | 77.2%-48.6pp | 80.3%-51.8pp |
| Annual return | 0.00% | 532.36%-532.4pp | 406.07%-406.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $827 | $4,693-82.4% | $4,013-79.4% | $4,754-82.6% |
| Participant deferral / active EE | $3,350 | $6,940-51.7% | $6,222-46.2% | $6,712-50.1% |
| Admin fee / account holder | $10 | $10,722-99.9% | $9,015-99.9% | $11,409-99.9% |