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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 | $9,942 | $99,668-90.0% | $86,451-88.5% | $134,545-92.6% |
| Participation rate | 64.7% | 82.1%-17.4pp | 80.3%-15.6pp | 81.2%-16.5pp |
| Annual return | -20.10% | 6789.61%-6809.7pp | 4398.51%-4418.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $1,531 | $4,403-65.2% | $3,770-59.4% | $4,742-67.7% |
| Participant deferral / active EE | $3,109 | $7,249-57.1% | $6,953-55.3% | $6,401-51.4% |
| Admin fee / account holder | $54 | $8,377-99.4% | $6,734-99.2% | $11,431-99.5% |