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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 | $12,097 | $150,435-92.0% | $120,580-90.0% | $145,897-91.7% |
| Participation rate | 55.0% | 78.8%-23.8pp | 72.0%-17.0pp | 80.3%-25.3pp |
| Annual return | 11.76% | 154.60%-142.8pp | 107.48%-95.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,352 | $6,174-61.9% | $4,995-52.9% | $6,689-64.8% |
| Admin fee / account holder | $88 | $12,182-99.3% | $9,418-99.1% | $13,390-99.3% |