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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 | $13,357 | $176,688-92.4% | $130,660-89.8% | $152,909-91.3% |
| Participation rate | 25.0% | 79.0%-54.0pp | 71.7%-46.7pp | 82.5%-57.5pp |
| Annual return | 0.00% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,150 | $4,362-27.8% | $3,603-12.6% | $5,851-46.2% |
| Admin fee / account holder | $40 | $7,131-99.4% | $5,463-99.3% | $11,601-99.7% |