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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 | $8,486 | $108,695-92.2% | $74,722-88.6% | $152,897-94.4% |
| Participation rate | 38.1% | 65.4%-27.3pp | 54.5%-16.4pp | 82.5%-44.4pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,076 | $1,504-28.4% | $1,084-0.7% | $4,764-77.4% |
| Participant deferral / active EE | $1,714 | $2,712-36.8% | $1,963-12.7% | $5,851-70.7% |
| Admin fee / account holder | $11 | $4,906-99.8% | $3,335-99.7% | $11,599-99.9% |