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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 | $9,174 | $226,135-95.9% | $182,558-95.0% | $152,909-94.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 0.00% | 192.60%-192.6pp | 148.59%-148.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $546 | $4,979-89.0% | $4,076-86.6% | $4,764-88.5% |
| Participant deferral / active EE | $1,516 | $6,371-76.2% | $5,526-72.6% | $5,851-74.1% |
| Admin fee / account holder | $117 | $10,707-98.9% | $8,594-98.6% | $11,601-99.0% |