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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 | $13,998 | $160,040-91.3% | $147,096-90.5% | $145,877-90.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $3,991 | $5,289-24.5% | $4,936-19.1% | $4,663-14.4% |
| Participant deferral / active EE | $6,614 | $8,429-21.5% | $8,071-18.1% | $6,691-1.2% |
| Admin fee / account holder | $13 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |