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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 | $18,475 | $176,105-89.5% | $159,474-88.4% | $167,536-89.0% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,588 | $5,299-70.0% | $4,831-67.1% | $4,839-67.2% |
| Participant deferral / active EE | $5,649 | $7,751-27.1% | $7,353-23.2% | $6,342-10.9% |
| Admin fee / account holder | $88 | $12,559-99.3% | $10,802-99.2% | $12,315-99.3% |