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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 | $11,535 | $209,428-94.5% | $178,498-93.5% | $158,950-92.7% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 0.00% | 188.78%-188.8pp | 151.09%-151.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $3,712 | $5,707-35.0% | $5,011-25.9% | $4,762-22.0% |
| Participant deferral / active EE | $2,446 | $5,955-58.9% | $5,202-53.0% | $5,983-59.1% |
| Admin fee / account holder | $29 | $17,077-99.8% | $13,985-99.8% | $11,248-99.7% |