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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 | $7,304 | $111,535-93.5% | $105,223-93.1% | $137,256-94.7% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.0%-21.7pp | 80.0%-26.6pp |
| Annual return | 0.00% | 237.85%-237.9pp | 180.65%-180.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $4,166 | $3,939+5.8% | $3,689+12.9% | $4,156+0.2% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |