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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 | $23,483 | $202,342-88.4% | $172,752-86.4% | $152,897-84.6% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,588 | $5,858-72.9% | $5,144-69.1% | $4,764-66.7% |
| Participant deferral / active EE | $5,226 | $5,948-12.1% | $5,198+0.6% | $5,851-10.7% |
| Admin fee / account holder | $47 | $17,111-99.7% | $13,955-99.7% | $11,599-99.6% |