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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 | $7,004 | $114,093-93.9% | $96,171-92.7% | $167,536-95.8% |
| Participation rate | 58.3% | 75.1%-16.7pp | 68.4%-10.1pp | 82.1%-23.8pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,264 | $3,429-63.2% | $2,799-54.8% | $4,839-73.9% |
| Participant deferral / active EE | $2,656 | $5,197-48.9% | $4,350-38.9% | $6,342-58.1% |
| Admin fee / account holder | $49 | $6,899-99.3% | $5,538-99.1% | $12,315-99.6% |