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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 | $15,326 | $115,810-86.8% | $101,271-84.9% | $158,966-90.4% |
| Participation rate | 46.2% | 79.4%-33.2pp | 75.8%-29.7pp | 82.0%-35.8pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,020 | $4,175-75.6% | $3,660-72.1% | $4,762-78.6% |
| Participant deferral / active EE | $5,211 | $4,958+5.1% | $4,371+19.2% | $5,983-12.9% |
| Admin fee / account holder | $1 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |