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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 | $9,778 | $114,130-91.4% | $96,192-89.8% | $167,553-94.2% |
| Participation rate | 44.4% | 75.1%-30.6pp | 68.4%-24.0pp | 82.1%-37.7pp |
| Annual return | 0.00% | 190.07%-190.1pp | 192.09%-192.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,166 | $3,431-66.0% | $2,799-58.4% | $4,840-75.9% |
| Participant deferral / active EE | $3,036 | $5,198-41.6% | $4,351-30.2% | $6,343-52.1% |
| Admin fee / account holder | $35 | $6,901-99.5% | $5,539-99.4% | $12,316-99.7% |