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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 | $8,188 | $129,476-93.7% | $93,515-91.2% | $158,982-94.8% |
| Participation rate | 16.7% | 71.0%-54.3pp | 66.8%-50.2pp | 82.0%-65.3pp |
| Annual return | 0.00% | 118.56%-118.6pp | 78.21%-78.2pp | 302.99%-303.0pp |
| Employer contribution / active EE | $717 | $2,717-73.6% | $2,077-65.5% | $4,763-85.0% |
| Participant deferral / active EE | $617 | $3,916-84.3% | $3,129-80.3% | $5,983-89.7% |
| Admin fee / account holder | $0 | $7,396-100.0% | $5,235-100.0% | $11,252-100.0% |