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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 | $7,540 | $56,134-86.6% | $96,171-92.2% | $85,847-91.2% |
| Participation rate | 19.2% | 56.7%-37.5pp | 68.4%-49.2pp | 69.3%-50.1pp |
| Annual return | 0.00% | 42.30%-42.3pp | 192.04%-192.0pp | 318.61%-318.6pp |
| Employer contribution / active EE | $359 | $1,620-77.9% | $2,799-87.2% | $2,565-86.0% |
| Participant deferral / active EE | $1,061 | $2,858-62.9% | $4,350-75.6% | $3,952-73.1% |
| Admin fee / account holder | $41 | $3,769-98.9% | $5,538-99.3% | $6,261-99.3% |