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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 | $16,357 | $175,231-90.7% | $149,696-89.1% | $139,466-88.3% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,373 | $5,478-56.7% | $4,821-50.8% | $4,754-50.1% |
| Participant deferral / active EE | $11,085 | $6,521+70.0% | $5,682+95.1% | $6,712+65.2% |
| Admin fee / account holder | $17 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |