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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 | $5,437 | $114,119-95.2% | $107,187-94.9% | $138,895-96.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 0.00% | 273.21%-273.2pp | 204.55%-204.5pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,246 | $4,059-44.7% | $3,782-40.6% | $4,194-46.5% |
| Participant deferral / active EE | $2,777 | $5,538-49.9% | $5,096-45.5% | $6,396-56.6% |
| Admin fee / account holder | $86 | $10,024-99.1% | $9,162-99.1% | $12,562-99.3% |