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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 | $4,209 | $56,199-92.5% | $67,652-93.8% | $59,632-92.9% |
| Participation rate | 52.4% | 71.5%-19.1pp | 75.7%-23.3pp | 68.7%-16.3pp |
| Annual return | 0.00% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $731 | $1,614-54.7% | $2,266-67.7% | $2,203-66.8% |
| Participant deferral / active EE | $1,421 | $2,844-50.0% | $3,560-60.1% | $3,192-55.5% |
| Admin fee / account holder | $151 | $3,958-96.2% | $4,821-96.9% | $4,297-96.5% |