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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 | $17,099 | $69,771-75.5% | $67,524-74.7% | $74,400-77.0% |
| Participation rate | 38.7% | 71.4%-32.6pp | 72.9%-34.2pp | 67.2%-28.5pp |
| Annual return | 0.00% | -40.49%+40.5pp | 3519.41%-3519.4pp | 1367.51%-1367.5pp |
| Employer contribution / active EE | $1,373 | $2,710-49.3% | $2,734-49.8% | $2,624-47.7% |
| Participant deferral / active EE | $4,760 | $3,638+30.8% | $4,001+19.0% | $4,348+9.5% |
| Admin fee / account holder | $0 | $889-100.0% | $4,001-100.0% | $1,944-100.0% |