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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 | $5,548 | $185,856-97.0% | $170,028-96.7% | $139,456-96.0% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 0.00% | 60.52%-60.5pp | 53.39%-53.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,934 | $7,593-74.5% | $6,788-71.5% | $4,753-59.3% |
| Participant deferral / active EE | $3,065 | $11,623-73.6% | $10,409-70.6% | $6,711-54.3% |
| Admin fee / account holder | $15 | $15,387-99.9% | $12,820-99.9% | $11,407-99.9% |