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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 | $12,670 | $185,905-93.2% | $170,057-92.5% | $139,487-90.9% |
| Participation rate | 53.8% | 87.8%-33.9pp | 87.0%-33.2pp | 80.3%-26.5pp |
| Annual return | 0.00% | 60.56%-60.6pp | 53.42%-53.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,638 | $7,597-78.4% | $6,790-75.9% | $4,755-65.5% |
| Participant deferral / active EE | $5,099 | $11,627-56.1% | $10,411-51.0% | $6,713-24.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |