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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 | $12,918 | $197,819-93.5% | $155,789-91.7% | $125,389-89.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $4,123 | $4,850-15.0% | $3,839+7.4% | $4,866-15.3% |
| Participant deferral / active EE | $2,345 | $5,631-58.4% | $4,798-51.1% | $5,352-56.2% |
| Admin fee / account holder | $17 | $9,544-99.8% | $7,477-99.8% | $9,541-99.8% |