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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 | $12,476 | $106,003-88.2% | $92,236-86.5% | $147,585-91.5% |
| Participation rate | 45.8% | 80.4%-34.6pp | 76.5%-30.6pp | 82.8%-37.0pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.29%-176.3pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,237 | $4,333-71.5% | $3,679-66.4% | $4,876-74.6% |
| Participant deferral / active EE | $4,507 | $4,478+0.7% | $3,897+15.7% | $5,439-17.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |