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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 | $11,547 | $58,726-80.3% | $142,898-91.9% | $85,847-86.5% |
| Participation rate | 10.3% | 58.5%-48.1pp | 72.0%-61.6pp | 69.3%-59.0pp |
| Annual return | 0.00% | 27.73%-27.7pp | 5639.64%-5639.6pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,156 | $2,609-55.7% | $3,838-69.9% | $3,952-70.7% |
| Admin fee / account holder | $0 | $4,234-100.0% | $6,560-100.0% | $6,261-100.0% |