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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 | $15,277 | $176,105-91.3% | $159,474-90.4% | $167,536-90.9% |
| Participation rate | 57.9% | 85.0%-27.1pp | 82.8%-24.9pp | 82.1%-24.2pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $5,389 | $5,299+1.7% | $4,831+11.6% | $4,839+11.4% |
| Participant deferral / active EE | $3,097 | $7,751-60.0% | $7,353-57.9% | $6,342-51.2% |
| Admin fee / account holder | $90 | $12,559-99.3% | $10,802-99.2% | $12,315-99.3% |