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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 | $11,364 | $75,832-85.0% | $147,617-92.3% | $59,633-80.9% |
| Participation rate | 62.5% | 71.6%-9.1pp | 84.6%-22.1pp | 68.7%-6.2pp |
| Annual return | -1.19% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $2,461 | $3,485-29.4% | $5,564-55.8% | $2,203+11.7% |
| Participant deferral / active EE | $1,954 | $3,131-37.6% | $4,895-60.1% | $3,192-38.8% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |