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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 | $26,057 | $180,459-85.6% | $154,108-83.1% | $135,380-80.8% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -4.03% | 888.21%-892.2pp | 735.21%-739.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,835 | $5,806+17.7% | $5,081+34.5% | $5,609+21.9% |
| Admin fee / account holder | $169 | $16,145-99.0% | $13,411-98.7% | $10,828-98.4% |