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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 | $12,718 | $165,361-92.3% | $149,715-91.5% | $158,950-92.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,377 | $5,103-53.4% | $4,645-48.8% | $4,762-50.1% |
| Participant deferral / active EE | $5,922 | $7,182-17.5% | $6,842-13.4% | $5,983-1.0% |
| Admin fee / account holder | $1 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |