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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 | $6,052 | $104,520-94.2% | $76,823-92.1% | $152,885-96.0% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.5%-15.8pp |
| Annual return | 0.00% | 1014.03%-1014.0pp | 1166.42%-1166.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,647 | $3,117-47.2% | $2,302-28.5% | $4,763-65.4% |
| Participant deferral / active EE | $2,155 | $4,236-49.1% | $3,336-35.4% | $5,851-63.2% |
| Admin fee / account holder | $64 | $12,283-99.5% | $6,422-99.0% | $11,598-99.5% |