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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 | $6,434 | $217,392-97.0% | $185,818-96.5% | $167,497-96.2% |
| Participation rate | 42.9% | 86.0%-43.2pp | 81.7%-38.8pp | 82.1%-39.2pp |
| Annual return | 0.00% | 148.37%-148.4pp | 122.06%-122.1pp | 478.62%-478.6pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,594 | $6,357-59.2% | $5,568-53.4% | $6,341-59.1% |
| Admin fee / account holder | $1 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |