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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 | $7,118 | $106,551-93.3% | $91,225-92.2% | $134,532-94.7% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | 0.00% | 160.78%-160.8pp | 114.12%-114.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,425 | $3,331-57.2% | $2,851-50.0% | $4,741-69.9% |
| Participant deferral / active EE | $2,244 | $4,718-52.4% | $4,233-47.0% | $6,401-64.9% |
| Admin fee / account holder | $46 | $6,234-99.3% | $5,422-99.2% | $11,429-99.6% |