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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 | $11,616 | $176,105-93.4% | $159,474-92.7% | $167,536-93.1% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,196 | $5,299-77.4% | $4,831-75.2% | $4,839-75.3% |
| Participant deferral / active EE | $6,332 | $7,751-18.3% | $7,353-13.9% | $6,342-0.2% |
| Admin fee / account holder | $24 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |