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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 | $5,974 | $100,911-94.1% | $90,440-93.4% | $158,966-96.2% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.7%-45.4pp | 82.0%-54.7pp |
| Annual return | 0.00% | 1726.62%-1726.6pp | 1294.38%-1294.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,664 | $4,348-61.7% | $3,964-58.0% | $5,983-72.2% |
| Admin fee / account holder | $194 | $6,507-97.0% | $5,615-96.5% | $11,250-98.3% |