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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 | $7,076 | $84,697-91.6% | $73,845-90.4% | $125,393-94.4% |
| Participation rate | 31.3% | 76.8%-45.5pp | 73.4%-42.2pp | 83.2%-51.9pp |
| Annual return | 0.00% | 3123.66%-3123.7pp | 2267.91%-2267.9pp | 282.23%-282.2pp |
| Employer contribution / active EE | $619 | $3,123-80.2% | $2,788-77.8% | $4,866-87.3% |
| Participant deferral / active EE | $1,612 | $3,993-59.6% | $3,583-55.0% | $5,351-69.9% |
| Admin fee / account holder | $0 | $5,692-100.0% | $4,881-100.0% | $9,541-100.0% |