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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 | $9,321 | $82,630-88.7% | $64,105-85.5% | $125,389-92.6% |
| Participation rate | 40.0% | 75.9%-35.9pp | 68.2%-28.2pp | 83.2%-43.2pp |
| Annual return | -1.07% | 1489.72%-1490.8pp | 791.24%-792.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $591 | $2,671-77.9% | $1,820-67.5% | $4,866-87.8% |
| Participant deferral / active EE | $1,140 | $3,608-68.4% | $2,822-59.6% | $5,352-78.7% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |