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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 | $11,175 | $107,363-89.6% | $92,909-88.0% | $152,897-92.7% |
| Participation rate | 46.2% | 79.8%-33.6pp | 76.0%-29.9pp | 82.5%-36.3pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $4,891 | $4,222+15.9% | $3,653+33.9% | $4,764+2.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $57 | $7,082-99.2% | $5,795-99.0% | $11,599-99.5% |