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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 | $14,889 | $217,427-93.2% | $185,837-92.0% | $167,518-91.1% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 0.00% | 148.39%-148.4pp | 122.08%-122.1pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,170 | $5,874-63.1% | $5,168-58.0% | $4,838-55.2% |
| Participant deferral / active EE | $5,121 | $6,357-19.4% | $5,568-8.0% | $6,342-19.2% |
| Admin fee / account holder | $36 | $19,816-99.8% | $16,241-99.8% | $12,312-99.7% |