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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 | $15,962 | $176,120-90.9% | $159,487-90.0% | $167,553-90.5% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,412 | $5,299-73.4% | $4,831-70.8% | $4,840-70.8% |
| Participant deferral / active EE | $3,750 | $7,752-51.6% | $7,354-49.0% | $6,343-40.9% |
| Admin fee / account holder | $46 | $12,561-99.6% | $10,804-99.6% | $12,316-99.6% |