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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 | $17,689 | $166,268-89.4% | $165,100-89.3% | $145,897-87.9% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.9pp |
| Annual return | 0.00% | 100.52%-100.5pp | 70.21%-70.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,017 | $5,284-61.8% | $4,348-53.6% | $4,663-56.7% |
| Participant deferral / active EE | $5,096 | $6,964-26.8% | $6,035-15.6% | $6,689-23.8% |
| Admin fee / account holder | $3 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |