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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 | $10,205 | $148,623-93.1% | $135,974-92.5% | $139,466-92.7% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,542 | $5,246-70.6% | $4,859-68.3% | $4,754-67.6% |
| Participant deferral / active EE | $5,129 | $8,103-36.7% | $7,760-33.9% | $6,712-23.6% |
| Admin fee / account holder | $14 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |