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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 | $6,295 | $97,732-93.6% | $83,831-92.5% | $135,380-95.4% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -8.00% | 1287.56%-1295.6pp | 850.99%-859.0pp | 519.81%-527.8pp |
| Employer contribution / active EE | $4,244 | $4,222+0.5% | $3,631+16.9% | $4,779-11.2% |
| Participant deferral / active EE | $2,671 | $4,683-43.0% | $4,082-34.6% | $5,609-52.4% |
| Admin fee / account holder | $16 | $6,675-99.8% | $5,479-99.7% | $10,828-99.9% |