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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 | $8,801 | $84,685-89.6% | $73,836-88.1% | $125,389-93.0% |
| Participation rate | 68.8% | 76.8%-8.0pp | 73.4%-4.7pp | 83.2%-14.4pp |
| Annual return | -2.74% | 3123.80%-3126.5pp | 2268.06%-2270.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $1,430 | $3,123-54.2% | $2,787-48.7% | $4,866-70.6% |
| Participant deferral / active EE | $2,253 | $3,993-43.6% | $3,583-37.1% | $5,352-57.9% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |