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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 | $9,340 | $138,078-93.2% | $125,363-92.5% | $134,509-93.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,073 | $5,245-60.5% | $4,815-56.9% | $4,741-56.3% |
| Participant deferral / active EE | $6,084 | $7,800-22.0% | $7,447-18.3% | $6,400-4.9% |
| Admin fee / account holder | $63 | $11,566-99.5% | $10,005-99.4% | $11,427-99.4% |