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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 | $17,789 | $175,231-89.8% | $149,696-88.1% | $139,466-87.2% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,928 | $5,478-64.8% | $4,821-60.0% | $4,754-59.4% |
| Participant deferral / active EE | $5,461 | $6,521-16.3% | $5,682-3.9% | $6,712-18.6% |
| Admin fee / account holder | $8 | $16,155-100.0% | $13,212-99.9% | $11,409-99.9% |