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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 | $15,630 | $82,630-81.1% | $64,105-75.6% | $125,389-87.5% |
| Participation rate | 36.4% | 75.9%-39.5pp | 68.2%-31.8pp | 83.2%-46.8pp |
| Annual return | -2.31% | 1489.72%-1492.0pp | 791.24%-793.6pp | 282.24%-284.5pp |
| Employer contribution / active EE | $337 | $2,671-87.4% | $1,820-81.5% | $4,866-93.1% |
| Participant deferral / active EE | $1,747 | $3,608-51.6% | $2,822-38.1% | $5,352-67.4% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |