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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 | $7,930 | $85,766-90.8% | $136,298-94.2% | $70,126-88.7% |
| Participation rate | 46.4% | 74.2%-27.7pp | 81.9%-35.5pp | 69.5%-23.1pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,332 | $2,966-55.1% | $4,696-71.6% | $2,343-43.1% |
| Participant deferral / active EE | $2,739 | $5,051-45.8% | $6,247-56.2% | $3,332-17.8% |
| Admin fee / account holder | $110 | $5,421-98.0% | $9,244-98.8% | $4,645-97.6% |