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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 | $10,819 | $52,279-79.3% | $89,435-87.9% | $79,856-86.5% |
| Participation rate | 12.5% | 57.5%-45.0pp | 68.0%-55.5pp | 69.6%-57.1pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.55%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,286 | $2,740-53.1% | $3,890-66.9% | $3,741-65.6% |
| Admin fee / account holder | $3 | $3,356-99.9% | $4,884-99.9% | $5,306-100.0% |