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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 | $3,626 | $28,109-87.1% | $71,086-94.9% | $56,287-93.6% |
| Participation rate | 13.9% | 40.4%-26.5pp | 54.7%-40.7pp | 69.9%-55.9pp |
| Annual return | 0.00% | -615.05%+615.1pp | 650.59%-650.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $317 | $558-43.2% | $1,088-70.9% | $2,111-85.0% |
| Participant deferral / active EE | $424 | $1,116-62.0% | $1,874-77.4% | $3,350-87.3% |
| Admin fee / account holder | $169 | $585-71.2% | $3,082-94.5% | $521-67.7% |