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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 | $7,420 | $84,685-91.2% | $73,836-90.0% | $125,389-94.1% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | 0.00% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,228 | $3,123-60.7% | $2,787-56.0% | $4,866-74.8% |
| Participant deferral / active EE | $4,116 | $3,993+3.1% | $3,583+14.9% | $5,352-23.1% |
| Admin fee / account holder | $17 | $5,694-99.7% | $4,882-99.7% | $9,541-99.8% |