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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 | $12,897 | $166,268-92.2% | $165,100-92.2% | $145,897-91.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 0.00% | 100.52%-100.5pp | 70.21%-70.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,700 | $5,284-67.8% | $4,348-60.9% | $4,663-63.5% |
| Participant deferral / active EE | $4,538 | $6,964-34.8% | $6,035-24.8% | $6,689-32.2% |
| Admin fee / account holder | $3 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |