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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 | $7,980 | $175,259-95.4% | $149,723-94.7% | $139,487-94.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 0.00% | 166.82%-166.8pp | 134.50%-134.5pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,136 | $5,478-61.0% | $4,821-55.7% | $4,755-55.1% |
| Participant deferral / active EE | $2,832 | $6,522-56.6% | $5,682-50.2% | $6,713-57.8% |
| Admin fee / account holder | $3 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |