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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 | $9,403 | $106,001-91.1% | $92,235-89.8% | $147,585-93.6% |
| Participation rate | 38.5% | 80.4%-42.0pp | 76.5%-38.0pp | 82.8%-44.4pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.56%-578.6pp |
| Employer contribution / active EE | $893 | $4,333-79.4% | $3,679-75.7% | $4,876-81.7% |
| Participant deferral / active EE | $2,487 | $4,478-44.5% | $3,897-36.2% | $5,439-54.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |