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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 | $19,052 | $217,427-91.2% | $185,837-89.7% | $167,518-88.6% |
| Participation rate | 37.5% | 86.0%-48.5pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 0.00% | 148.39%-148.4pp | 122.08%-122.1pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,560 | $5,874-73.4% | $5,168-69.8% | $4,838-67.8% |
| Participant deferral / active EE | $5,032 | $6,357-20.9% | $5,568-9.6% | $6,342-20.7% |
| Admin fee / account holder | $5 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |